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Tag "economy"

Tracking Asian exports

Tracking Asian exports

🕔03:01, 18.Apr 2019

Research & Strategy Insights Asia’s exports have witnessed rapid expansion over the past decades. Its share in world exports went from below 5% to the current 23%, second only to the Eurozone. Asia’s trade is not only important in a

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China’s century? The economic giant’s next act

China’s century? The economic giant’s next act

🕔15:03, 17.Apr 2019

China is at a crossroads. After years of heady growth, it now faces a potent mix of external and internal challenges that threaten to curb its momentum. Its prospects will hinge on how well it responds to these challenges, on

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ASEAN Outlook: Slower Momentum

ASEAN Outlook: Slower Momentum

🕔17:02, 7.Mar 2019

The Southeast Asia economy has enjoyed a solid run in the last two years with GDP growth of 5.2% in 2017 and 2018. This followed a 4.6% average annual pace in the three years to 2016 and was just a

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The Long View China is Too Big to Fail

The Long View China is Too Big to Fail

🕔17:02, 7.Mar 2019

I am not a China specialist. This report is the result of several months of thought about the Chinese economy and the situation China is in, facing a trade war with the US at the same time as the economy

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De Fed geeft lucht

De Fed geeft lucht

🕔13:07, 7.Mar 2019

Investment Letter De groei van de eurozone-economie zwakt af. Italië bevindt zich in een recessie, terwijl Duitsland deze nipt wist te vermijden. Andere eurolanden, zoals Spanje en Nederland, doen het beter. De binnenlandse bestedingen blijven daar op peil. De ECB

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Economic situation and outlook

Economic situation and outlook

🕔13:31, 20.Feb 2019

Interest rates: We continue to expect [the key ECB interest rates] to remain at their present levels at least through the summer of 2019… Reinvestments: We intend to continue reinvesting, in full, the principal payments from maturing securities purchased under

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Decreasing Number of Public Companies

Decreasing Number of Public Companies

🕔17:02, 19.Feb 2019

Recently, multiple research and press articles have discussed the apparent drastic decrease in the number of listed companies in the U.S. Some articles state decreases of 20% to over 50% to support claims that the U.S. stock market is getting

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Update on economic and monetary developments

Update on economic and monetary developments

🕔14:25, 7.Feb 2019

The incoming information that has become available since the Governing Council’s decision to end net asset purchases in December 2018 has continued to be weaker than expected on account of softer external demand and some country and sector-specific factors. In

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Was It All a Bad Dream?

Was It All a Bad Dream?

🕔14:02, 7.Feb 2019

U.S. Economic & Interest rate outlook We entered the year wondering if the economic tides had turned. Risk appetite fell and volatility spiked amid a strong negative market reaction to the Federal Reserve’s rate increase in December. But markets caught

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Was 2018 just a bump in the road… or is 2019 the end of the road?

Was 2018 just a bump in the road… or is 2019 the end of the road?

🕔05:07, 31.Jan 2019

Call it superstitious, but we in Applied Equity Advisors are always uncomfortable producing our market outlook commentary for the following year until the current year is complete. Much can happen in December that could impact our projections about the coming

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Long-term perspective on markets and economies

Long-term perspective on markets and economies

🕔10:01, 17.Jan 2019

If you are feeling particularly uncertain about investing heading into 2019, you’re not alone. With major economies entering late-cycle territory, volatility rising, monetary policy tightening and a trade war brewing, you may be wondering how to position your portfolio.

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U.S. Economic & Interest Rate Outlook

U.S. Economic & Interest Rate Outlook

🕔14:04, 10.Jan 2019

2018 ended with outsized volatility in equity markets. Even on days with no particular news for the market to digest, the normally quiet final week of the year featured dramatic price swings. Analysts blamed the market’s anxiety on falling economic

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U.S. Economic & Interest Rate Outlook

U.S. Economic & Interest Rate Outlook

🕔14:04, 10.Jan 2019

2018 ended with outsized volatility in equity markets. Even on days with no particular news for the market to digest, the normally quiet final week of the year featured dramatic price swings. Analysts blamed the market’s anxiety on falling economic

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Global Growth under Pressure in 2019

Global Growth under Pressure in 2019

🕔03:04, 10.Jan 2019

Trade war and Federal Reserve weigh on global economy The global economic environment has deteriorated noticeably in the 2nd half of 2018. In our opinion the main reasons for this are the geopolitical agenda of the Trump administration (e.g. the

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investing in the twilight zone

investing in the twilight zone

🕔14:04, 3.Jan 2019

The economic expansion of the last decade has been a consistent tailwind for financial assets. We see next year as the start of the twilight zone between expansion and an eventual downturn that will likely mark the end of the

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House View 2019 Outlook

House View 2019 Outlook

🕔11:02, 3.Jan 2019

The Aviva Investors House View document is a comprehensive compilation of views and analysis from the major investment teams. The document is produced quarterly by our investment professionals and is overseen by the Investment Strategy team. Each quarter we hold a

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The Late Cycle Lament: The Dual Economy, Minsky Moments, and Other Concerns

The Late Cycle Lament: The Dual Economy, Minsky Moments, and Other Concerns

🕔13:04, 31.Dec 2018

White Paper Overoptimism and overconfidence are two well-known psychological traits of our species. They are particularly dangerous in the late stages of an economic cycle where these terrible twins result in investors overestimating return and underestimating risk – a potentially

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Confronting China

Confronting China

🕔14:04, 28.Dec 2018

Weekly Economic Commentary Over the past few decades, China has transformed itself from a minor economy with little global trade to the world’s largest exporter. China is now commonly referred to as the world’s factory, for good reason. Besides low

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Economic Bulletin

Economic Bulletin

🕔14:22, 27.Dec 2018

At its monetary policy meeting on 13 December, the Governing Council decided to end the net asset purchases in December 2018, while keeping the key ECB interest rates unchanged and enhancing the forward guidance on reinvestment. While incoming information has

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Long-term perspective on markets and economies

Long-term perspective on markets and economies

🕔10:15, 20.Dec 2018

If you are feeling particularly uncertain about investing heading into 2019, you’re not alone. With major economies entering late-cycle territory, volatility rising, monetary policy tightening and a trade war brewing, you may be wondering how to position your portfolio.

Read Full Article
Global outlook summary

Global outlook summary

🕔15:02, 19.Dec 2018

The global economy has received some potential signs of respite lately—US monetary policy is likely to be looser than expected, oil prices have fallen and there is a pause in the US-China trade war—but this will not be enough to

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9 Grey Swans for 2019

9 Grey Swans for 2019

🕔14:04, 12.Dec 2018

Special Macro Topics Black swan events are ones that are out of the realms of possibilities at least as envisaged by market participants. For 2018, perhaps the only black swan event was the US-North Korean peace summit in June. As

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Vanguard economic and market outlook for 2019: Down but not out

Vanguard economic and market outlook for 2019: Down but not out

🕔13:03, 11.Dec 2018

As the global economy enters its tenth year of expansion following the global financial crisis, concerns are growing that a recession may be imminent. Although several factors will raise the risk of recession in 2019, a slowdown in growth—led by

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Global economic outlook

Global economic outlook

🕔14:14, 6.Dec 2018

The global economy looks set to move into a lower gear as both advanced and emerging economies will find it hard to extend their recent robust economic performance into 2019. The temporary (90-day) truce between the U.S. and China is

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Global economic outlook

Global economic outlook

🕔14:14, 6.Dec 2018

The global economy looks set to move into a lower gear as both advanced and emerging economies will find it hard to extend their recent robust economic performance into 2019. The temporary (90-day) truce between the U.S. and China is

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