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Still some juice left, but not much

Still some juice left, but not much

🕔10:21, 3.May 2019

Equity markets have remained buoyant in recent weeks: the S&P 500 is trending towards an all-time high, the European equity market (STOXX 600) is close to last year’s peak and the performances of emerging markets have also been very strong.

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Perspectives Global Equities – Q1 2019

Perspectives Global Equities – Q1 2019

🕔10:49, 29.Apr 2019

Economy and markets The start of the year saw most major indices recover with double digit growth after a disappointing fourth quarter of 2018. Global equities rose 12.6% during the first quarter of 2019, as measured by the benchmark MSCI

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Global Investment View

Global Investment View

🕔11:02, 26.Apr 2019

Still some juice left, but not much Equity markets have remained buoyant in recent weeks: the S&P 500 is trending towards an all-time high, the European equity market (STOXX 600) is close to last year’s peak and the performances of

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Equity Outlook

Equity Outlook

🕔11:02, 26.Apr 2019

How resilient is the rebound? The start of 2019 brought a rebound for global equities. After a bruising fourth-quarter sell-off, stocks bounced back despite concerns over slowing economic growth and downward earnings revisions. The Federal Reserve’s decision to put rate

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This time it’s different

This time it’s different

🕔17:02, 18.Apr 2019

Fundamental Equities Outlook  Since the beginning of the year, global equity markets have staged a swift comeback, turning around the dismal performance of the final quarter of 2018. Year-to-date, the MSCI World is up almost 16% in US dollar terms

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Global Equity Views 2Q 2019

Global Equity Views 2Q 2019

🕔11:02, 15.Apr 2019

Themes and implications from the Global Equity Investors Quarterly After a rip-roaring recovery from the miserable end to last year, it is easy to think of reasons to take a more cautious view of the prospects for world equity markets.

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Truths and the Future of Active Equity Investing

Truths and the Future of Active Equity Investing

🕔02:10, 28.Feb 2019

Use of index strategies has increased in recent years, but institutional investors globally say that has not diminished the importance of active equity strategies in their portfolios. A survey and interview program with more than 200 institutional investment decision makers

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Equity Outlook – PGIM

Equity Outlook – PGIM

🕔11:02, 15.Feb 2019

The upside of the downturn Equity investors worldwide greeted the new year with an array of heightened concerns. A difficult fourth quarter brought volatility and annual losses for many major indexes. Among the issues that contributed to the downturn were

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Barometer: Happy new year?

Barometer: Happy new year?

🕔14:03, 6.Feb 2019

The global economy is cooling. Concerns about a full-blown trade war between the US and China have led to a significant deterioration in business confidence and economic activity, particularly in the developed world. It's not all doom and gloom, though.

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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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The Global Investment Outlook

The Global Investment Outlook

🕔11:02, 3.Jan 2019

Global economy decelerates as headwinds mount and tailwinds fade After enjoying solid and accelerating global growth in 2017 and the first half of 2018, momentum has waned and we expect this trend to continue into 2019. Financial conditions have worsened

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The Global Investment Outlook

The Global Investment Outlook

🕔11:02, 3.Jan 2019

Global economy decelerates as headwinds mount and tailwinds fade After enjoying solid and accelerating global growth in 2017 and the first half of 2018, momentum has waned and we expect this trend to continue into 2019. Financial conditions have worsened

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Distortion, divergence and diversification

Distortion, divergence and diversification

🕔15:02, 28.Dec 2018

Global Investment Outlook The global economy holds the potential to maintain solid momentum in 2019, in our view, underpinned by the strength of US fundamentals and demand. Volatility returned to global financial markets in 2018 as the narrative around synchronized

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Long-term perspective on markets and economies Long-term perspective on markets and economies

Long-term perspective on markets and economies Long-term perspective on markets and economies

🕔13:04, 25.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. This

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2019 Equities Outlook

2019 Equities Outlook

🕔11:03, 19.Nov 2018

Finding Select Opportunities in a Durable Cycle There is more in common across all equity markets today than it might seem. In 2018, index returns were widely dispersed, with the S&P 500 outperforming while the MSCI Emerging Markets underperformed sharply.

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2019 Equities Outlook

2019 Equities Outlook

🕔11:03, 19.Nov 2018

Finding Select Opportunities in a Durable Cycle There is more in common across all equity markets today than it might seem. In 2018, index returns were widely dispersed, with the S&P 500 outperforming while the MSCI Emerging Markets underperformed sharply.

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Global equity outlook

Global equity outlook

🕔02:11, 13.Nov 2018

The heat is on for tech stocks amid U.S.-China cold war The U.S. and China are the two global leaders in technology, and the tech sector is the largest constituent in both countries’ stock markets. Deteriorating relations between the two

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Global equity outlook

Global equity outlook

🕔02:11, 13.Nov 2018

The heat is on for tech stocks amid U.S.-China cold war The U.S. and China are the two global leaders in technology, and the tech sector is the largest constituent in both countries’ stock markets. Deteriorating relations between the two

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Seeking opportunity in uncertainty

Seeking opportunity in uncertainty

🕔15:02, 28.Oct 2018

Equity Outlook Q4 2018  While most world markets advanced in the third quarter, U.S. stocks saw their biggest quarterly gain in nearly five years, boosted by rising wages, low unemployment, continued economic growth, and positive investor sentiment despite an escalating

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Corporate earnings in 2019: A fading momentum is in store!

Corporate earnings in 2019: A fading momentum is in store!

🕔15:02, 28.Oct 2018

The essential After two years of strong earnings momentum, EPS growth is expected to decline considerably from 2019. Between global growth reaching its climax, the fading impact of US tax reform, the declining contribution of oil and commodities and the

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Signal versus noise

Signal versus noise

🕔05:00, 27.Oct 2018

Investment Strategy House Views A lot has happened since the summer. Investors have been forced to digest a sequence of complex news about emerging markets, trade tensions, Brexit, the Fed, China, as well as earnings and economic data. There has

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Global equity outlook

Global equity outlook

🕔13:02, 15.Sep 2018

Buyer beware: Shop around for consumer stocks Economic growth is humming and consumer confidence in the U.S. and Europe is at its highest level since the global financial crisis. Good news for consumer stocks? Not entirely. Large portions of the

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Global equity outlook

Global equity outlook

🕔13:02, 15.Sep 2018

Buyer beware: Shop around for consumer stocks Economic growth is humming and consumer confidence in the U.S. and Europe is at its highest level since the global financial crisis. Good news for consumer stocks? Not entirely. Large portions of the

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A Positive Start to the Second Half of 2018 for Emerging Markets

A Positive Start to the Second Half of 2018 for Emerging Markets

🕔13:02, 27.Aug 2018

Emerging markets insights The left-wing coalition headed by Andrés Manuel López Obrador (AMLO) won by a landslide in Mexico’s general election. We do not expect a radical change in terms of Mexico’s fiscal or central bank policy as a result

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Global Emerging Markets Strategy Mid-Year Update

Global Emerging Markets Strategy Mid-Year Update

🕔13:02, 27.Aug 2018

Executive Summary Emerging markets equities declined in the first half of the year owing to concerns of rising trade tensions, growing political risks particularly in Latin America, a potentially aggressive pace of rate hikes indicated by the U.S. Fed and

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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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