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

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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

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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

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Global Alternatives Outlook

Global Alternatives Outlook

🕔19:02, 18.jan 2019

2019  To help you navigate this shifting investment landscape, we are pleased to share our first J.P. Morgan Global Alternatives Outlook. 

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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

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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

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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

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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

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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

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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

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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

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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.

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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

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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.

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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

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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

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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

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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

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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

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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

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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

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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

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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%.

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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

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Our Tactical And Strategic View

Our Tactical And Strategic View

🕔13:04, 7.jan 2019

Investment Traffic Lights  Global equities have had a miserable final quarter, as have many other asset classes. A forerunner for significantly worse times or exaggerations amid higher uncertainties? We suspect the latter.

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