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Maandbericht Beleggen 10 april 2019

Maandbericht Beleggen 10 april 2019

🕔11:03, 11.Apr 2019

Hoofdpunten  De centrale banken bevestigen hun voorzichtige houding; dit jaar geen renteverhoging meer van de ‘Fed’ Zorgen over de handelsoorlog tussen VS en China zijn afgenomen, maar Europa is mogelijk het volgende doelwit van Trumps politiek Chinese stimuleringsmaatregelen lijken hun

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Monthly Market Monitor

Monthly Market Monitor

🕔13:02, 10.Apr 2019

Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in

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Monthly index news

Monthly index news

🕔15:02, 4.Apr 2019

Global stocks wrapped up their best calendar quarter in over eight years in March, as the Federal Reserve halted its interest-rate increases, and expectations strengthened for a trade truce between the US and China. The STOXX® Global 1800 Index rose

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With policy in place, we’re now just waiting for the cycle

With policy in place, we’re now just waiting for the cycle

🕔02:01, 3.Apr 2019

Research & Strategy Insights March macro data have been mixed in the US (manufacturing output contracting and surveys softening vs. elevated in services) and the Eurozone (disappointing Purchasing Managers indices and core inflation vs. more upbeat domestic surveys) In March,

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Review of markets over March 2019

Review of markets over March 2019

🕔13:13, 1.Apr 2019

The new year has brought with it a new wave of optimism, with equities and credit rallying strongly across the world. The sell-off in equities and credit in the final quarter of last year was caused predominantly by concerns about

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Market news and expert views

Market news and expert views

🕔01:02, 4.Mar 2019

Our current risk assessment Moderate tone from the major central banks triggered a rebound following the heavy sell-off in December. Economic data remains weak, but is likely to stabilise as the year goes on  We are not expecting a recession

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Commodities ― a phoenix rising from the ashes

Commodities ― a phoenix rising from the ashes

🕔14:04, 22.Feb 2019

Commodity Monthly Monitor Following the reopening of the United States (US) Government after its shutdown, this report covers a period of three months. A lot has happened in that time frame. The market has been operating without data from both

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔13:02, 22.Feb 2019

A walk on the wild side Well, that was a wild ride: The worst December for the S&P 500 since 1931, followed by the best January since 1987 – all helped along by a sharp volte face from the Federal

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Monthly Market Monitor

Monthly Market Monitor

🕔13:02, 21.Feb 2019

Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in

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Credit’s demise has been greatly exaggerated

Credit’s demise has been greatly exaggerated

🕔01:01, 19.Feb 2019

Research & Strategy Insights Amongst risk assets, credit markets have continued to enjoy a positive backdrop – and we believe this looks set to persist in the near term. We expect lagging Euro Investment Grade spreads to catch up, in

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔11:02, 15.Feb 2019

Global markets and multi-asset portfolios Events over the last few months have revealed similarities with 2016. In both cases, the Federal Reserve (Fed) turned dovish in the face of a slowdown in global growth and volatility in financial markets. 

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Review of markets over January 2019

Review of markets over January 2019

🕔11:02, 15.Feb 2019

Market review Equity markets experienced welcome respite in January, after a torrid end to 2018. Both developed and emerging market equities gained over 7% in total return terms, boosted by signals from the US Federal Reserve (Fed) that it would

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Maandbericht beleggen februari 2019

Maandbericht beleggen februari 2019

🕔19:02, 14.Feb 2019

Aandelenbeleggers zien het glas weer halfvol; economische en politieke onzekerheid blijft Stemming op aandelenmarkten slaat compleet om; wij blijven neutraal De stemming onder beleggers is in nog geen twee maanden tijd 180 graden gedraaid. Waar zij in december nog een

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Index Dashboard:

Index Dashboard:

🕔17:02, 14.Feb 2019

 Risk & Volatility Febuary 13  

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Investment Monthly February 2019

Investment Monthly February 2019

🕔03:01, 11.Feb 2019

Equity markets rebound We upgrade US equities and Asian highyield corporate bonds from neutral to overweight Valuations and underlying economic and corporate fundamentals remain in favour of risk assets, especially equities, in our view

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January 2019: Market news and expert views

January 2019: Market news and expert views

🕔11:02, 10.Feb 2019

The markets at a glance A marked weakening of cyclical and interest-rate-sensitive sectors has recently emerged. This trend has been noticeable in Europe, Japan and China for some months now. Now, it is also manifesting itself in the US, the

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When doves buy

When doves buy

🕔02:01, 9.Feb 2019

Equity market monthly review Global equities have swiftly recovered most of their 2018 losses, with the MSCI All Country World Index up 8% year to date. Of those S&P 500 companies that have reported earnings, 72% have beat earnings expectations

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Perseverance or Denial? We stick to our forecasts

Perseverance or Denial? We stick to our forecasts

🕔02:01, 5.Feb 2019

While macro data have been scant and mixed, the US Federal Reserve surprised with a very dovish tone Eurozone GDP ended 2018 in line with our expectations, with Italy in recession but France and Spain showing upside resilience. We see

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Bank of Canada Monthly Research Update

Bank of Canada Monthly Research Update

🕔09:21, 1.Feb 2019

We propose a functional principal components method that accounts for stratified random sample weighting and time dependence in the observations to understand the evolution of distributions of monthly micro-level consumer prices for the United Kingdom (UK). We apply the method

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Monetary Policy Report

Monetary Policy Report

🕔09:21, 1.Feb 2019

The Bank’s mandate is to conduct monetary policy to promote the economic and financial well-being of Canadians. Canada’s experience with inflation targeting since 1991 has shown that the best way to foster confidence in the value of money and to

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catching down

catching down

🕔09:46, 27.Jan 2019

Monthly Market Update | January 2019  December’s equity market sell-off led global equity markets into the red, marking the first time that U.S., non-U.S. developed, and emerging market equities all ended the year in negative territory since 2008. In fact,

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Repricing central bank policy

Repricing central bank policy

🕔02:04, 24.Jan 2019

Rates markets monthly review Fears of a stronger-than-anticipated global economic slowdown have recently seen biased central banks’ wording grow more cautious. In particular, the level of attention to financial conditions has risen. As a result, we’ve witnessed a spectacular re-pricing

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Index Dashboard

Index Dashboard

🕔11:02, 18.Jan 2019

Risk & Volatility January 16, 2018

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Credit market monthly review

Credit market monthly review

🕔02:03, 18.Jan 2019

A December to remember sets up an interesting 2019 December’s price action supports our constructive stance on credit spreads at the start of 2019.   Euro investment grade in particular has reached valuation levels last seen shortly after the eurozone crisis

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After a torrid end to 2018, equity markets stabilize

After a torrid end to 2018, equity markets stabilize

🕔01:04, 16.Jan 2019

2018 was a challenging year with global equity markets falling 7.2%. Latin America was only major regional equity market in the green (+4.2%) while Japan (-14.9%), the euro area (-12.1%) and emerging markets (-9.7%) faced heavy drawdowns (Exhibit 1). On

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