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Monthly Market Monito

Monthly Market Monito

🕔17:02, 13.Jun 2019

June 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

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Increased risk requires a cautious attitude

Increased risk requires a cautious attitude

🕔11:03, 11.Jun 2019

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

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Our Monthly Market Analysis And Positioning

Our Monthly Market Analysis And Positioning

🕔15:03, 6.Jun 2019

The month of May was tough rather than merry. After many stock exchanges touched new record highs, the impulsive U.S. trade policy sent both equities and bond yields on a downward slide. The summer could be uncomfortably hot.

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Falling off a wall of worry?

Falling off a wall of worry?

🕔15:03, 6.Jun 2019

In Credit June  Yields have plunged in the US, Europe and the UK. Hopes of a successful resolution to the trade dispute between the US and China have been replaced by increasing intransigence from both sides and the threat of

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Charting China Monthly Review

Charting China Monthly Review

🕔15:02, 6.Jun 2019

What happened in the past month? Industrial activity growth appears to have softened in May – domestic construction activities remained stable while export demand dropped sharply after the US tariff hike on May 10. Property transaction volume held up in

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Review of markets over May 2019

Review of markets over May 2019

🕔13:02, 4.Jun 2019

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

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Increased risk requires a cautious attitude

Increased risk requires a cautious attitude

🕔13:02, 4.Jun 2019

Global Investment Views  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 be

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S&P Global Equity Indices Monthly Update

S&P Global Equity Indices Monthly Update

🕔11:02, 4.Jun 2019 Read Full Article
Review of markets over May 2019

Review of markets over May 2019

🕔17:29, 3.Jun 2019

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

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Index Dashboard: Dispersion, Volatility & Correlation

Index Dashboard: Dispersion, Volatility & Correlation

🕔13:02, 3.Jun 2019

The rising correlations reflected the market’s increased concerns of a global economic slowdown. That neither correlations nor benchmark volatility rose much above average was indicative of the month’s other major theme: the escalating trade war between the U.S. and China

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Monthly Market Monitor

Monthly Market Monitor

🕔15:03, 2.Jun 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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Dealing with the governments we deserve

Dealing with the governments we deserve

🕔03:01, 22.May 2019

Monthly Investment Strategy  Europe goes to the polls on 23-26 May to elect European Parliament members. Despite concerns of a rising populist wing, current polling suggests power will remain at the European centre (albeit amongst a broader coalition). Populists may

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Dealing with the governments we deserve

Dealing with the governments we deserve

🕔03:01, 22.May 2019

Monthly Investment Strategy US-China tensions are back with a new round of tariff increases and threats of further escalation First quarter GDP data surprised on the upside in the US (significantly), in China and in Europe The demand breakdown as

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Asset allocation view

Asset allocation view

🕔17:02, 14.May 2019

The first month of Q2 has seen a continuation of mixed messages from markets. US equities reached all-time highs in late April, making up the ground lost since the previous high-water mark was set back in late September 2018. The

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Why CTAs

Why CTAs

🕔17:03, 8.May 2019

RPM Galaxy In April 2019, RPM Galaxy (C EUR) was up 4.2% as equities rallied to new highs amid hopes that the US and China were closing in on a trade deal. However, fixed income weighed on performance as bonds

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S&P Global Equity Indices Monthly Update April 2019

S&P Global Equity Indices Monthly Update April 2019

🕔15:02, 4.May 2019

S&P Global Equity Indices Monthly Update April 2019

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Market Attributes: U.S. Equities April 2019

Market Attributes: U.S. Equities April 2019

🕔11:03, 3.May 2019

MARKET SNAPSHOT It took 215 days—the longest wait since the July 2016 417-day wait (guess I shouldn’t mention the 1,997-day wait from October 2007 to March 2013, much less the 9,146-day drought between 1929 and 1954)—but the S&P 500 returned

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Review of markets over April 2019

Review of markets over April 2019

🕔11:02, 3.May 2019

After a strong first quarter, risk assets continued their rally in April. Equity markets climbed across the regions, while high yield spreads narrowed further. This year’s rebound has been driven by accommodative central banks, the expectation of a recovery in

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Review of markets over April 2019

Review of markets over April 2019

🕔15:21, 1.May 2019

After a strong first quarter, risk assets continued their rally in April. Equity markets climbed across the regions, while high yield spreads narrowed further. This year’s rebound has been driven by accommodative central banks, the expectation of a recovery in

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Fixed Income Monthly

Fixed Income Monthly

🕔13:02, 25.Apr 2019

Fixed income monthly The FIXED INCOME MONTHLY provides a forward-looking summary of the medium-term views from the Fidelity Fixed Income team. Our investment approach is multi-strategy, with portfolio managers given clear accountability and fiduciary responsibility for all investment decisions in

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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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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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