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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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Eight Investment Themes for Global Growth

Eight Investment Themes for Global Growth

🕔11:02, 9.May 2019

Over my nearly 30-year investment career, I’ve learned the value of scrutiny and reflection. That may seem counterintuitive in today’s market environment where information flows more continuously and rapidly than ever before. While the investment landscape today is unrecognizable from

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Eurozone with an exclamation mark in 1Q 19

Eurozone with an exclamation mark in 1Q 19

🕔04:03, 4.May 2019

Despite massive disappointments in leading indicators and a flood of negative news, GDP growth in the Eurozone accelerated significantly to +0.4% q/q (previously +0.2% q/q) in 1Q19, based on a first flash estimate. 

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Buying time to keep growth on track

Buying time to keep growth on track

🕔13:02, 29.Apr 2019

Mario Draghi normally goes to great lengths to avoid surprising markets. But after the ECB’s March meeting, he shifted course. He adjusted forward guidance by saying key interest rates would remain at their present levels for longer than previously assumed

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Week Ahead

Week Ahead

🕔04:03, 27.Apr 2019

EZ: growth still under pressure  Next week (April 30), the first flash estimate of Eurozone GDP growth for 1Q19 will be released. Given the continued disappointing development of leading indicators in the Eurozone, GDP data will also be in focus

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Green shoots in China

Green shoots in China

🕔11:02, 24.Apr 2019

In our latest Long View report, we described how the current Chinese growth slowdown could impact Western developed economies and how to assess it against the backdrop of the long-term evolution of the Chinese economy.1 Since then, the Chinese government

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Searching for Growth in an Age of Disruption

Searching for Growth in an Age of Disruption

🕔13:03, 3.Apr 2019

Fees are under pressure faster than market expected – is asset management no longer a growth sector? C-Suite must define a growth agenda to regain stock multiple. For alpha growth, look to China and Alts. Wholesale banks must restructure and

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Quality Eurozone Dividend Companies for the Late Cycle?

Quality Eurozone Dividend Companies for the Late Cycle?

🕔17:02, 18.Mar 2019

Strategy Espresso State Street Global Advisors forecasts that GDP growth in the eurozone will slow from 1.9% in 2018 to 1.6% through 2019.* Sure enough, economic data appears broadly positive and could continue to support earnings growth in equity markets. However,

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Transatlantic growth divergence reaching a peak

Transatlantic growth divergence reaching a peak

🕔01:01, 5.Mar 2019

Research & Strategy Insights US macro indicators (fourth quarter GDP and business surveys) are holding up but “cross currents” have justified a US Federal Reserve pause Eurozone activity indicators remain bleak and we have downgraded our 2019 growth forecast to

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Eurozone slowdown risks an ECB stalemate

Eurozone slowdown risks an ECB stalemate

🕔02:01, 22.Feb 2019

Monthly Investment Strategy Exploring the Risk Scenario of No Monetary Normalisation

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New forecasts for the Eurozone

New forecasts for the Eurozone

🕔03:07, 16.Feb 2019

Week Ahead  The economic slowdown in the euro zone in the second half of 2018 was significantly stronger than originally expected and lowered the starting position for 2019. This makes it unlikely that the economy will have gained enough momentum

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China A-share market to thrive on economic growth and market improvements

China A-share market to thrive on economic growth and market improvements

🕔14:02, 7.Feb 2019

Invesco Investment Insights Market-structure improvements, better access and development of the asset-management sector to make investing in China A-shares easier. Active strategies, including quantitative investing, in the A-share market can help enhance returns, while local experts can advise on how

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From robust to fragile growth

From robust to fragile growth

🕔17:03, 30.Jan 2019

2019 Investment Outlook In this investment outlook, we present our short-term outlook for the global economy and financial markets. The tactical asset allocation (TAA) for our SRI funds is based on these short-term expectations. With our TAA we exploit short-term

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Slowing – but still growing

Slowing – but still growing

🕔13:06, 29.Jan 2019

Macro and Market Perspectives We see global growth slowing as the expansion enters its final stage. The slowdown comes as the US economy becomes a drag rather than a driver. It is driven by elevated uncertainty around policy plans, the

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The week produced fresh economic data pointing to an economic slowdown.

The week produced fresh economic data pointing to an economic slowdown.

🕔13:04, 28.Jan 2019

Earnings season in full swing The IMF revised its growth forecasts for 2019 lower, primarily because of softer business conditions in the second half of 2018, US-China trade tensions and a sharper fall in China’s growth which is now seen

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O’Shaughnessy Quarterly Investor Letter Q4 2018

O’Shaughnessy Quarterly Investor Letter Q4 2018

🕔13:03, 28.Jan 2019

In this letter, I address the most common questions that we field at OSAM by discussing: 2018 performance Whether the market looks attractive as of January 2019 Factor performance during 2018 (which started fine and ended very badly) Our vision

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MENA’s Growth Presents Opportunities, but Challenges Remain

MENA’s Growth Presents Opportunities, but Challenges Remain

🕔04:01, 24.Jan 2019

On the fiscal front, lower oil prices turned current account surpluses into deficits which will need to be addressed by tax revenue measures and a reduction in spending on public wages and subsidies. In terms of structural adjustments, these countries

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Slowing – but still growing

Slowing – but still growing

🕔13:08, 23.Jan 2019

Macro and Market Perspectives We see global growth slowing as the expansion enters its final stage. The slowdown comes as the US economy becomes a drag rather than a driver. It is driven by elevated uncertainty around policy plans, the

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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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The Global Slowing – Due to Trade or Something Else?

The Global Slowing – Due to Trade or Something Else?

🕔13:02, 4.Jan 2019

Investment Strategy Insights  While trade frictions attracted the most attention, the primary and outsize drag on global growth in 2018 was the self-imposed slowdown China began in mid-2017. Intended as a gentle cooling, the deleveraging and derisking program overshot; China’s

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From robust to fragile growth

From robust to fragile growth

🕔15:02, 19.Dec 2018

2019 Investment Outlook In this investment outlook, we present our short-term outlook for the global economy and financial markets. The tactical asset allocation (TAA) for our SRI funds is based on these short-term expectations. With our TAA we exploit short-term

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Global Growth Slows, With Trade Wars Biggest Risk

Global Growth Slows, With Trade Wars Biggest Risk

🕔13:02, 28.Nov 2018

We expect global growth to slow from 3.8% in 2018 to 3.5% in 2019, with risks skewed to the downside reflecting continued uncertainty around trade disputes, even after the US mid-term elections (see Figure 1). Amid one of the longest

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European Equity:

European Equity:

🕔01:02, 25.Sep 2018

Combining value and quality in this new market phase “In a maturing phase of the cycle, we think that a focus on quality companies that are able to deliver sustainable earnings growth in the future and that are trading at

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European Equity:

European Equity:

🕔01:02, 25.Sep 2018

Combining value and quality in this new market phase “In a maturing phase of the cycle, we think that a focus on quality companies that are able to deliver sustainable earnings growth in the future and that are trading at

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Global Outlook

Global Outlook

🕔06:14, 19.Aug 2018

Our latest Global Outlook is being released at a challenging time for investors. Global growth has been weaker than anticipated so far this year, especially outside of the US. The Federal Reserve (Fed) is continuing to withdraw policy support amid

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Asset Allocation Consensus June

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Sign up on #OpinioPro to read all the latest research on #fixedincome, #assetallocation and so much more! Click here: https://t.co/90NYM4HBVh

In UBP's Monthly #Investment #Outlook they write: "After Q1 global weakness, world growth is expected to stabilise in Q2 and progressively recover moving into 2H19". Read the whole outlook here: https://t.co/jlNTFp5V6M

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