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Time for a fl ight to cyclical value in European equity

Time for a fl ight to cyclical value in European equity

🕔17:42, 13.jan 2020

Equity markets in 2020: Watch out for a value rotation Indicators derived from monthly surveys of senior executives at selected companies that help in identifying economic trends. Growth investment style – It aims at investing in the growth potential of a

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2020 appears tilted to the downside

2020 appears tilted to the downside

🕔07:00, 7.jan 2020

Major themes driving our views Slower global growth remains a concern Growth momentum is negative, but the consumer remains resilient. Trade disputes are only a symptom of broader, potentially longer-term, tension between the United States and China. With profit margins

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Index Dashboard: S&P Europe 350 Factor Indices

Index Dashboard: S&P Europe 350 Factor Indices

🕔07:09, 6.jan 2020

Commentary Despite slowing growth and Britain’s ongoing struggles to map an exit from the E.U., central bank stimulus and falling yields helped European equities to mark their best year since 2009. The benchmark S&P Europe 350 rose 6% in the

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Outlook Netherlands 2020

Outlook Netherlands 2020

🕔16:05, 12.dec 2019

Economic growth set to slow further: from 1.7% in 2019 to just under 1% in 2020 The Dutch economy managed to continue growing at a stable pace in the first three quarters of 2019. Gross domestic product (GDP) achieved growth

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Finding opportunities in a world of slowing growth

Finding opportunities in a world of slowing growth

🕔10:53, 6.dec 2019

Investors’ Outlook 2020 Dear readers, the year 2020 is presenting many challenges for inves- tors. On the macroeconomic front, global growth is likely to slow further as trade tensions and higher tariffs are increasingly weighing on the economy. On the

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Facing facts of a creeping contraction

Facing facts of a creeping contraction

🕔08:32, 8.nov 2019

Putnam – Capital Markets Outlook As we enter the final quarter of the decade, the signals of late cycle behavior continue to grow louder. But, as the old trader adage says, “nobody rings a sell at the top.” We do not believe this

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Brexit coming to the crunch while global manufacturing remains weak

Brexit coming to the crunch while global manufacturing remains weak

🕔12:07, 25.okt 2019

UK Prime Minister Boris Johnson reached a deal with the EU on Brexit. The deal takes the ‘backstop’ out of the equation, but puts an economic border in the Irish Sea. At the time of writing European leaders still have

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Mid-cycle slowdown…or something worse?

Mid-cycle slowdown…or something worse?

🕔09:48, 21.okt 2019

Weak economic data releases last week, including a decade-low US ISM manufacturing index print of 47.8 and a surprisingly large fall in the nonmanufacturing index (from 56.4 to 52.6), drove a mid-week decline of 3% in the S&P 500 and

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Slowing Corporate Profit Growth And Equity Markets

Slowing Corporate Profit Growth And Equity Markets

🕔09:45, 17.okt 2019

For some time now, our relatively downbeat outlook for corporate earnings has been a key driver of our cautious stance on risk assets and equities. Our outlook reflects our macroeconomic view, which sees a world where global growth is running

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September Eurozone Pmis Signal A Widening Contraction In Manufacturing And Services

September Eurozone Pmis Signal A Widening Contraction In Manufacturing And Services

🕔15:05, 10.okt 2019

September Eurozone PMIs further challenged the optimism in hard data mounting the uncertainty underlying the economy. As a matter of fact, the newly released data confirmed the softening momentum of the Eurozone manufacturing and service sectors. Risks remain tilted to

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Gloomy week for US data puts spotlight on the Fed

Gloomy week for US data puts spotlight on the Fed

🕔14:46, 9.okt 2019

US hiring and wage growth missed estimates in September. This puts more pressure on the Federal Reserve (Fed) to cut interest rates for the third time this year, especially as it comes after a slew of disappointing US data this

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Global economic slowdown underlined by weak sector data

Global economic slowdown underlined by weak sector data

🕔15:32, 8.okt 2019

Last week saw important US economic data emerge. The continued weakening in the manufacturing ISM index reflected ongoing global softness, which was likely exacerbated by the General Motors strike that has entered its fourth week. However, the drop in the

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A growth recovery in waiting

A growth recovery in waiting

🕔15:57, 3.okt 2019

We expect a pickup in global growth in the next six to 12 months, as policy stimulus gradually filters through to the real economy. The Fed has cut interest rates, but its noncommittal view on the rate outlook suggests expectations

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Value Vs. Growth: the New BuBBle

Value Vs. Growth: the New BuBBle

🕔12:02, 30.sep 2019

We have been through an extraordinary period of value factor underperformance over the last 18 months. The only comparable periods over the last 30 years are the Tech Bubble and the GFC. Historically, we would expect a very sharp reversal

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Tailwind for Eurozone industry?

Tailwind for Eurozone industry?

🕔12:41, 24.sep 2019

Next week (September 23), a first flash estimate of the manufacturing sentiment of the Eurozone, Germany and France for September will be released. In August, Eurozone manufacturing sentiment brightened slightly for the first time in a long while, but remained

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A Theory of Falling Growth and Rising Rents

A Theory of Falling Growth and Rising Rents

🕔09:43, 16.sep 2019

Growth has fallen in the U.S., while firm concentration and profits have risen. Meanwhile, labor’s share of national income is down, mostly due to the rising market share of low labor share firms. We propose a theory for these trends

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How trade wars are rocking the wobbly world economy

How trade wars are rocking the wobbly world economy

🕔13:30, 5.sep 2019

Following the latest escalation of tensions, we are downgrading our forecasts for growth.  The trade wars are taking a toll on the outlook for the world economy. We now expect global growth of 2.6% this year and 2.4% next (previous

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China’s “Real” GDP Growth

China’s “Real” GDP Growth

🕔12:46, 20.aug 2019

“Politicians use statistics in the same way that a drunk uses lamp posts—for support rather than illumination.” As Scottish poet Andrew Lang reminds us, statistics should be read critically. The assembly of economic results is constrained by data limitations, distorted

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Growth concerns mount, despite tariff delay

Growth concerns mount, despite tariff delay

🕔08:31, 20.aug 2019

More twists and turns in the US-China trade war It has not been a big surprise to us that the US would become more protectionist and mercantilist under a Trump presidency. It also has not been a big surprise that

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Growth or Value in Uncertain Times? Why Not Both?

Growth or Value in Uncertain Times? Why Not Both?

🕔17:16, 2.aug 2019

While markets may not be “high risk” from a historical standpoint, investors have been shifting from optimistic to pessimistic on a regular basis. The rapid shifts in sentiment have been partly triggered by political issues, which are hard to predict,

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Value Is Dead, Long Live Value

Value Is Dead, Long Live Value

🕔11:55, 30.jul 2019

Value has underperformed since the beginning of 2007. Another prolonged period of underperformance for Book-to-Price and Earnings-to-Price happened between 1926 and 1941. This paper offers a theory for the connection between the two periods: they coincide with the central turning

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Growing Valuation Gap For Growth Stocks

Growing Valuation Gap For Growth Stocks

🕔11:03, 30.jul 2019

Growth stocks continue to grow, value stocks continue to gain value, if this is defined as a discount to the market. This cannot go on forever. But still may for a while.

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Marktvooruitzichten Voor Het Tweede Halfjaar Van 2019

Marktvooruitzichten Voor Het Tweede Halfjaar Van 2019

🕔17:28, 26.jul 2019

Wereldwijde groei zou moeten aantrekken als de handelsgeschillen niet verergeren. Dalende obligatierendementen wijzen op een omslag in de monetaire verwachtingen.

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Euro area: economic activity what did we learn from the latest industrial production data?

Euro area: economic activity what did we learn from the latest industrial production data?

🕔07:46, 20.jul 2019

After two consecutive months of contraction, euro area industrial production (IP, excluding construction) rose by 0.9% month on month (m-o-m) in May, above consensus expectations (0.2%). To avert negative IP growth over the whole of Q2, IP will need to

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Economic structures 20 years into the euro

Economic structures 20 years into the euro

🕔15:30, 13.jun 2019

Well-functioning economic structures are key for resilient and prospering euro area economies. The global financial and sovereign debt crises exposed the limited resilience of the euro area’s economic structures. Economic growth was masking underlying weaknesses in several euro area countries.

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Economic resilience, Fed and elections to drive US markets in 2020 -> https://www.opiniopro.com/2020/01/amundi/economic-resilience-fed-and-elections-to-drive-us-markets-in-2020-2/ #consumption #election #monetarypolicy via @Amundi_ENG

The US federal reserve’s ‘whatever it takes’ moment has arrived -> https://www.opiniopro.com/2020/01/ubp/the-us-federal-reserves-whatever-it-takes-moment-has-arrived/ #AssetAllocation #centralbank #credit #ECB #Equities #FED #USA

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