Back to homepage

Tag "2019"

A very challenging 2019 ahead

A very challenging 2019 ahead

🕔19:02, 25.Jan 2019

Outlooks & Conviction Central bank liquidity should continue to contract but much less markedly as most of the ground was covered in 2018. Elsewhere, we expect the Fed to continue raising rates, but its new optionality now makes it less

Read Full Article
Three Investment Themes for 2019

Three Investment Themes for 2019

🕔14:04, 25.Jan 2019

Maintaining flexibility, being currency aware and searching out pockets of values are themes for 2019. PIMCO’s European wealth management team recently met to discuss the state of markets and our outlook for intermediary clients in Europe. Drawing on a survey

Read Full Article
Global Macro Outlook January 2019

Global Macro Outlook January 2019

🕔14:05, 24.Jan 2019

Key Forecast Trends  When 2018 began, the global economy was in a cyclical sweet spot. But gathering headwinds—including those caused by debt, demographic trends and populism—changed that, leading to slower growth and poor risk-asset returns. Investors who expected last year

Read Full Article
Beleggingsexperts delen hun voornemens voor 2019

Beleggingsexperts delen hun voornemens voor 2019

🕔16:04, 21.Jan 2019

Investment View In 2018 zagen we in bijna alle beleggingscategorieën het rendement dalen en de volatiliteit het gehele jaar door toenemen, met name als gevolg van politieke gebeurtenissen wereldwijd. Gezien de goedkopere waarderingen en onze constructieve vooruitzichten voor de handelsspanningen

Read Full Article
BlackRock geopolitical risk dashboard

BlackRock geopolitical risk dashboard

🕔02:12, 19.Jan 2019

We are upgrading the likelihood of three of our geopolitical risks, even as overall market attention to geopolitics has edged down recently. We see geopolitical risk as a material market factor in 2019, especially in an environment of slowing growth

Read Full Article
Global Equity Views 1Q 2019

Global Equity Views 1Q 2019

🕔19:02, 18.Jan 2019

Themes and implications from the Global Equity Investors Quarterly  After a year of weak returns and an environment in which traditional style factors underperformed, many of our investors now see an above-average level of opportunity across areas of global stock

Read Full Article
Investment perspectives for a new regime of returns

Investment perspectives for a new regime of returns

🕔19:02, 18.Jan 2019

Global Macro Outlook Economic Slowdown at Diverging Rates

Read Full Article
Growth is not dead!

Growth is not dead!

🕔19:02, 18.Jan 2019

Slowdowns, Sentiment and Suggestion – What does 2019 have in Store for Investors? As we transitioned into 2019, it seemed that financial markets were gripped by fears of impending economic slowdown, which helped to fuel flight-to-quality trades, as markets continued

Read Full Article
Global market perspective

Global market perspective

🕔19:02, 18.Jan 2019

Economic and asset allocation views Q1 2019 Most investors will be glad to see the back of 2018 when both US equity and government bond markets generated returns that were lower than cash. Such an outcome has only been registered

Read Full Article
Economic and Strategy Viewpoint

Economic and Strategy Viewpoint

🕔19:02, 18.Jan 2019

January 2019 Growth concerns and tightening liquidity weighed on markets in 2018 and look set to continue in 2019. As the European Central Bank ends QE, we estimate that global liquidity will contract further this year, keeping pressure on some

Read Full Article
Global market perspective

Global market perspective

🕔19:02, 18.Jan 2019

Economic and asset allocation views Q1 2019 Most investors will be glad to see the back of 2018 when both US equity and government bond markets generated returns that were lower than cash. Such an outcome has only been registered

Read Full Article
Asia Market Outlook 2019

Asia Market Outlook 2019

🕔14:04, 18.Jan 2019

Recovery, Rebalancing and Rotation Last year was one that many investors in Asian bonds might like to forget. The Bloomberg JPMorgan Asia Dollar Index was 4% weaker, the benchmark J.P. Morgan Asia Credit Index (JACI) was down 0.77% overall, and

Read Full Article
Investment Outlook

Investment Outlook

🕔14:04, 18.Jan 2019

January 2019 Modest total returns and above-average volatility may define the risk asset landscape in 2019 as economic and corporate earnings growth slow.

Read Full Article
Vantage Point 2019 Outlook

Vantage Point 2019 Outlook

🕔14:04, 18.Jan 2019

Navigating Fearful Markets Our central economic scenario is relatively benign. We see a modest slowdown in global growth in 2019, with limited inflationary pressure. The implication is that interest rates rise only gradually in the U.S. and not at all in

Read Full Article
Investment Outlook

Investment Outlook

🕔14:04, 18.Jan 2019

January 2019 Modest total returns and above-average volatility may define the risk asset landscape in 2019 as economic and corporate earnings growth slow.

Read Full Article
Five wild cards for fixed income in 2019

Five wild cards for fixed income in 2019

🕔12:02, 18.Jan 2019

A few “wildcards” hold the key to returns in 2019 Policy reversals relative to expectations drove much of the unique pattern of returns in 2018. From trade to the Fed, fiscal policy and global growth, asset returns which surged in

Read Full Article
2019 Outlook

2019 Outlook

🕔13:02, 12.Jan 2019

 First to Neutral We are neutral risk as we enter 2019 with the global economy slowing, U.S. monetary policy tightening and trade tensions introducing further risks to a slowing China. We don’t expect a recession to unfold over the next

Read Full Article
2019 Outlook

2019 Outlook

🕔13:02, 12.Jan 2019

 First to Neutral We are neutral risk as we enter 2019 with the global economy slowing, U.S. monetary policy tightening and trade tensions introducing further risks to a slowing China. We don’t expect a recession to unfold over the next

Read Full Article
There Is No Synchronised Global Economic Cycle

There Is No Synchronised Global Economic Cycle

🕔08:30, 12.Jan 2019

 Cross Asset Investment Strategy Monthly January 2019  All in all we believe that global risk is still asymmetric as the process of repricing growth expectations and the related adjustments of risk premia unfolds, leading to a restoration of value across

Read Full Article
Vooruitblik op 2019:

Vooruitblik op 2019:

🕔14:04, 11.Jan 2019

 in welke richting zal de balans overhellen? De internationale instellingen (en vooral het IMF) pleiten er al meerdere jaren voor om het economische model te laten evolueren naar een duurzamere, inclusieve groei(1). Alle grote economieën worden immers met dezelfde megatrends

Read Full Article
Quarterly Investment Strategy

Quarterly Investment Strategy

🕔01:02, 11.Jan 2019

First Quarter 2019 Advancing with caution While the fundamental macro calls throughout 2018 were largely correct, the market reaction was less constructive at the end of the year. Despite global gross domestic product (GDP) growth remaining above trend in 2018

Read Full Article
A year to prepare and react

A year to prepare and react

🕔01:02, 11.Jan 2019

2019 Outlook We see increasing value in bonds and cash, especially relative to equities. US government bond yields have risen significantly over the past 12 months and, contrary to popular opinion, our assessment is that they will not rise dramatically

Read Full Article
Our playbook for 2019

Our playbook for 2019

🕔01:04, 8.Jan 2019

UBS House View – Weekly Global No major asset classes performed well last year. Indeed, in terms of the breadth of the weakness, with only two of the 19 major asset classes we cover delivering (meager) positive returns, it was

Read Full Article
Expectations for Asia in 2019

Expectations for Asia in 2019

🕔01:04, 8.Jan 2019

Regional view – Asia In 2019, we expect export growth to slow – in line with slower global economic activity – which should cut Asia's GDP growth by 0.4ppt to 5.8%.

Read Full Article
Decemberraming: Economisch vooruitzicht 2019

Decemberraming: Economisch vooruitzicht 2019

🕔13:33, 7.Jan 2019

Economie draait goed, piek voorbij Volgend jaar draait de Nederlandse economie nog goed, maar de piek is achter de rug. De krapte op de arbeidsmarkt blijft toenemen. De overheid houdt een duidelijk overschot op de begroting. Belangrijkste neerwaartse risico’s voor

Read Full Article

Search

Twitter

Don't want to miss #research on #centralbanks? Check out @Opinio_Pro -> https://www.opiniopro.com/tag/central-banks/ #ecb #fed

Check out our events calendar, with a lot of interesting #webinars! https://opiniopro.com/events/ #research #HomeOffice

"Focus on #Italy: #macroeconomic and fixed income scenario" -> https://www.opiniopro.com/2020/05/amundi/focus-on-italy-macroeconomic-and-fixed-income-scenario/ via @Amundi_ENG #fixedincome

Be up to date with the latest #investment #research: sign up for our newsletter -> https://mailchi.mp/f5bb9afdbede/opiniopro @Opinio_Pro

Don't want to miss #research on #centralbanks? Check out @Opinio_Pro -> https://www.opiniopro.com/tag/central-banks/ #ecb #fed

Load More...

Search on date

May 2020
M T W T F S S
 123
45678910
11121314151617
18192021222324
25262728293031