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Choices under uncertainty

Choices under uncertainty

🕔12:51, 26.Feb 2020

UBS House View, Monthly Letter Impeachment, Brexit, airstrikes, an epidemic, and yet the S&P 500 is at new highs. This is already a year for the history books, and we are just getting started. We began the year overweight in equities,

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Politics will continue to surprise

Politics will continue to surprise

🕔17:04, 24.Feb 2020

Compass 2020 Outlook Signing off 2019 and ushering in 2020 As the world economy revives unsteadily from its latest swoon, we use this edition of Compass to discuss both what happened in 2019 and some things to think about for

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Records, surprises and opportunities

Records, surprises and opportunities

🕔16:43, 24.Feb 2020

Global investment views As we approach the year-end, a look back over the past 12 months reminds us how unconventional this year of records has been. On the upside, equities rallied to historical highs in December and fixed income returns

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The prospects for economies and markets in 2020.

The prospects for economies and markets in 2020.

🕔09:29, 19.Feb 2020

Global Perspectives January 2020 After such fantastic returns from equities and bonds in 2019 and a 10-year bull market, it makes sense to ask: should we take those chips off the table, de-risk and bank the profits? To answer this question,

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Goodbye to the United Kingdom

Goodbye to the United Kingdom

🕔16:30, 3.Feb 2020

Chart of the Week Starting tomorrow, February 1, 2020, the United Kingdom (UK) will no longer be a member of the European Union (EU). More than 40 years after joining, majority of UK voters have decided that their countries' future

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Brexit made history. Goodbye United Kingdom.

Brexit made history. Goodbye United Kingdom.

🕔13:29, 3.Feb 2020

OpinioPro Brexit Monitor:  • The monitor was able to track the development of the Brexit Saga throughout time. Internet search highlighted the change in leadership, the struggle in parliament and the elusive Brexit deal (and its odds) • Search for

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Why add to (UK) equities?

Why add to (UK) equities?

🕔10:48, 31.Jan 2020

Asset Allocation update What a difference a year makes. After a bruising 2018, last year allowed investors to capture the second-best return on a blend of global equities and long-dated bonds in 30 years. For stocks it was also a year of

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Global Perspectives January 2020

Global Perspectives January 2020

🕔15:06, 24.Jan 2020

Global Perspectives January 2020 After such fantastic returns from equities and bonds in 2019 and a 10-year bull market, it makes sense to ask: should we take those chips off the table, de-risk and bank the profits? To answer this

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De voorbije week in een notendop

De voorbije week in een notendop

🕔13:01, 22.Jan 2020

In hun eerste handelsovereenkomst met China vragen de VS om meer industriële goederen, energie en landbouwproducten te kunnen exporteren. De handelsspanningen nemen af, maar de meeste Amerikaanse tarieven op Chinese goederen blijven bestaan.  De solide cijfers voor de Chinese economie (bv. industriële

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Flexibility does not come for free

Flexibility does not come for free

🕔11:30, 21.Jan 2020

Insight An EU-UK free trade agreement will result in new barriers to trade and border friction even if the UK chooses to unilaterally align itself with EU rules and regulations. Prime Minister Boris Johnson has said that the UK will “not

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Bank of England signals January rate cut

Bank of England signals January rate cut

🕔09:57, 17.Jan 2020

We change our forecast to a near-term rate cut After a year of political uncertainty and volatility in the UK, more recently it has been the economic outlook that has recorded sudden change. As Governor Carney approaches his last monetary policy meeting as

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Euphoria of Tory landslide tempered by uncertainty of forthcoming trade negotiations

Euphoria of Tory landslide tempered by uncertainty of forthcoming trade negotiations

🕔10:34, 16.Jan 2020

House View What a week! Over the course of three days, investors were treated to a triple whammy of encouraging news. First, it was smooth sailing at Christine Lagarde’s first press release as head of the European Central Bank. As

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Top Risk 2020

Top Risk 2020

🕔14:06, 14.Jan 2020

2020 is a tipping point. 2020 is a tipping point.We’ve lived with growing levels of geopolitical risk for nearly a decade, but without a true international crisis. Outside of geopolitics, global trends have been strongly favorable. That’s now changing. Globalization is key.

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Pyrspectives

Pyrspectives

🕔08:15, 8.Jan 2020

Few political earthquakes come as big as this one. Boris Johnson has defied his critics and sceptics, including many in his own Party, and redrawn the political map of the UK. It is no small triumph that will become part

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Portfolio Manager Perspectives Mark Dowding’s Global Macro Update

Portfolio Manager Perspectives Mark Dowding’s Global Macro Update

🕔10:56, 31.Dec 2019

Person of the Year 2020? Bolstered by election success, Conservatives dream of PM Boris being next year’s award winner. Global bond yields traded higher towards the end of this week as investors seized on constructive headlines pertaining to a China

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Elections clear way for Brexit

Elections clear way for Brexit

🕔10:44, 18.Dec 2019

The risks of a hard break as of January 31 were already low, but are now off the table. For the markets, this should mean a little more confidence in an – albeit slow – recovery of the Eurozone economy.

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UK general elections

UK general elections

🕔09:47, 18.Dec 2019

Yesterday’s results imply Mr. Johnson will ‘get Brexit done’. However, his plan to get a trade agreement done by the end of 2020 is likely to hit some snags. Indeed, the hard work begins now, and even a bare-bones agreement

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Lagarde, Johnson, Trump

Lagarde, Johnson, Trump

🕔07:42, 18.Dec 2019

ECB president Christine Lagarde was comfortable in her new role. Nobody had expected a change in the ECB’s monetary policy, but everybody was interested to see how she would handle the press conference following her first meeting in charge of

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Johnson wins UK General Election – Brexit and the cost of election promises

Johnson wins UK General Election – Brexit and the cost of election promises

🕔16:59, 17.Dec 2019

The Conservative Party under Boris Johnson secured a much bigger win in the election than polls had suggested. At the time of writing (1 seat outstanding), the Conservative looked on track to secure 365 seats and a majority of 80. This

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It is getting (a bit) clearer

It is getting (a bit) clearer

🕔15:53, 17.Dec 2019

Global macro risks receding. As 2019 is drawing to a close, the major global macro risks are receding. The US will not implement the round of tariff hikes on Chinese products scheduled for 15 December while the UK elections have

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The people have spoken, so what next for UK markets?

The people have spoken, so what next for UK markets?

🕔14:48, 17.Dec 2019

The near-term impact of the election result has been positive for markets, but what are the longer-term implications for the UK as a destination of global capital? Fidelity Global Special Situations Fund Manager Jeremy Podger gives his view on the

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Brexit a go after clear Conservative win

Brexit a go after clear Conservative win

🕔10:29, 17.Dec 2019

The ruling UK Conservative Party won a large outright majority in Thursday’s election, giving Prime Minister Boris Johnson a stable government and mandate to deliver Brexit in January. The pound and domestic-focused UK equities should benefit from greater political certainty

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The land that time forgot

The land that time forgot

🕔07:39, 11.Dec 2019

Since the 2016 EU referendum, the UK equity market has felt like the land that time forgot. Greater clarity over Brexit and UK politics should not only spur an immediate stock market rally but also encourage a longer-lasting reappraisal of UK-listed companies.

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When political risk crosses the Atlantic

When political risk crosses the Atlantic

🕔12:54, 10.Dec 2019

Global investment views At the beginning of 2019, all eyes were focused on Europe, not only because of the risk of a Hard Brexit, but also because of the open crisis between the Italian government and the European Commission. The situation

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Elections – NHS promises are not forgotten

Elections – NHS promises are not forgotten

🕔12:37, 9.Dec 2019

‘OpinioPro Brexit Search Monitor'

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Munis hit turbulence in a flight to safety -> https://opiniopro.com/2020/04/blackrock/munis-hit-turbulence-in-a-flight-to-safety/ #cash #coronavirus #FixedIncome #lending #municipalbond #COVID19 via
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