Tijdens de Investment Outlook 2020 van Fondsnieuws duiden topeconomen en beleggingsexperts het beleggingsjaar 2019. Marieke Blom, hoofdeconomen van ING Nederland, geeft haar economische visie op het komende jaar.
The firm’s senior decision makers debated the midyear market outlook last week in London. Jean shares the gist of our debates. Twice a year we gather BlackRock’s senior decision makers for a two-day forum on the market outlook and its
Themes and implications from the Multi-Asset Solutions Strategy Summit 3Q 2019 The global economy has slowed, and trade disputes are raising the downside risks to our forecast for slightly subtrend growth. That said, while remaining wary of the signals coming
Sustainability rationale: Coal, the highest carbon emitting source of energy in the global fuel mix, has no meaningful role to play when it comes achieving the goals of the 2015 Paris Agreement. The share of coal in electric power generation
With a series of tweets, President Trump reinvigorated fears of an escalation of trade disputes. Not only did he announce higher and extra tariffs on Chinese products, he also threatened India and Mexico with tariffs. As expected, markets reacted negatively:
Increased risk requires a cautious attitude After weeks of relative stability, the threat of a trade war has returned, shaking investor confidence and awakening markets from complacency. However, while there is still a significant optimism in the market that a
Trade tensions increased in May, when the US raised tariffs to 25% on $200bn of Chinese goods. We expect negotiations to resume between the two countries after a meeting between their Presidents at the end of this month, despite recent
Our views for the coming months After a strong start of the year, with EM sovereign bonds up 7.6%, EM corporate bonds up 6.8% and EM local bonds up 3.0% in USD terms, we expect carry to be the primary
Markets tend to focus on one risk at a time, and it’s fragile U.S.-China relations that are front and center now. New blog contributor Tony DeSpirito offers up two potential takeaways for equity investors. Headlines over the U.S.-China trade dispute
Ben shares key observations from a recent field trip to China amid rising U.S.-China rivalry and global trade tensions. Rising U.S.-China competition and global trade tensions are increasingly weighing on global stocks and other risk assets. They are also raising
Global Economic Outlook: We expect real economic growth in the developed economies to continue to moderate over the next decade, as it has for the last 30 years. Growth of the developed labor force is limited by domestic demographics, with
Cross Asset Investment Strategy After weeks of relative stability, the threat of a trade war has returned, shaking investor confidence and awakening markets from complacency. However, while there is still a significant optimism in the market that a deal can
I hope you enjoy reading our mid-year Investment Outlook. In the pages that follow we set out to share our current thinking and the investment conclusions that follow. Perhaps surprisingly, given that there is much uncertainty, we have some clear
Elga assesses the options the Fed is considering during its monetary policy review. This is the third post in a series of blog posts on the Fed and inflation expectations. The Federal Reserve is considering a monetary policy shift from
Elga discusses the reasons the Fed is conducting a major monetary policy review. This is the second post in a series of blogs on the Fed and inflation expectations. An in-depth policy review at the Federal Reserve is in full
Global Economic Outlook It is never easy to forecast economic trends, but the process is especially perilous at the moment. The sudden escalation of trade tensions that have originated from Washington is casting doubt over the outlook. If the escalation
I had underestimated the chances of an escalating tariff war given the problems it creates for US businesses, for the stock market, for Republicans in the Senate who object to them, for some of Trump’s closest advisors and for the
For much of this year, equity markets have enjoyed a healthy climb, assisted by a dovish tilt from central banks, as well as the possibility of a trade deal between the US and China. As we entered May, the S&P
The Fed is considering a new policy framework to better steer inflation expectations. Elga examines the economic and market implications. Inflation expectations have sharply fallen recently, driving down U.S. government bond yields and focusing attention on Fed policy. The market
Secular Outlook 2019 Major secular drivers could disrupt the global economy and financial markets over the next three to five years. We share our views on risks and opportunities ahead.
Scott explains why cyber security is a key risk for investors to monitor, especially amid rising geopolitical tensions. Data breaches are increasingly in the news. But that’s not the only reason why one should care about cyber security. We view
We see income, or carry, reasserting itself as the key driver of bond market returns. Scott explains. Coupon income historically has contributed the lion’s share of total returns across global fixed income markets. Yet declining yields this year elevated the
Join us in exploring how alternative asset allocation can help boost returns and reduce risk in a late-cycle investment environment. Risks and Opportunities across Private Markets Have investors been forced to embrace private markets? Find out with David Lebovitz on
European elections see relatively high turnout and fragmentation. Turnout surprised on the upside, at its highest in 20 years (50.5% versus 43% in 2014), suggesting that most Europeans are still interested in politics and Europe. The two historical formations –
The Macro Report | May 2019 Global economic growth in 2019 is showing signs of picking up amid recovery in the eurozone and China, the world’s second-largest economy. The prospect of a deeper slowdown in China has been one of
Asset Allocation Consensus Equities June 2019 on Youtube: https://t.co/WD3mMy1JgI
