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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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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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Tapping Opportunity in Oil and Gas Infrastructure

Tapping Opportunity in Oil and Gas Infrastructure

🕔15:06, 13.Jun 2019

M idstream energy infrastructure companies have, in our view, generally emerged from the balance sheet and nancing challenges that had plagued the sector since 2014. With these issues now largely in the rearview mirror, oil and gas master limited partnerships

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Investing Amid IoT-Enabled Disruption in Manufacturing

Investing Amid IoT-Enabled Disruption in Manufacturing

🕔15:06, 13.Jun 2019

The impact of the internet of things (IoT) is the ability to leverage real-time data to drive real-time decisions that can bring broad-based economic benefits to companies and consumers. Manufacturing is going through an extended IoT-enabled automation refresh cycle. This

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EM macro strategies benefit from the FED tailwind

EM macro strategies benefit from the FED tailwind

🕔15:06, 13.Jun 2019

The Weekly Brief Last week Lyxor Cross Asset Research team addressed the positive performance of CTA strategies during the market downturn, which started a few weeks ago and dragged global equities nearly -6% lower in May. This fact is nonetheless

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Value investing – dead or alive?

Value investing – dead or alive?

🕔11:02, 13.Jun 2019

Weekly Digest Value investing has taken a back seat in recent times, particularly in the US where the divergence in performance between low and high growth stocks has been significant. After a decade of mediocre performance, investors are increasingly losing

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Central Banks Take It Easy

Central Banks Take It Easy

🕔14:04, 11.Jun 2019

As of noon on Friday, global equities rose this week amid signs that central banks are preparing to act if the global economy continues to weaken. With the market pricing in multiple rate cuts from the US Federal Reserve, the

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50 terms every sustainable investor should understand

50 terms every sustainable investor should understand

🕔14:04, 11.Jun 2019

Sustainability, once a fringe consideration, has become a core concern for many investors. The impact companies have on the world – from climate change through to the treatment of employees – is making headlines every day. Those that adapt should

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Going Dutch: the prospects for and implications of a four-day working week

Going Dutch: the prospects for and implications of a four-day working week

🕔14:04, 11.Jun 2019

Fundamentals A future in which there is less work to be done will radically reshape the economy, with important consequences for investors – including some contrarian implications for the consumer and real-estate sectors.

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Japan: Opportunities in the Forgotten Equity Market

Japan: Opportunities in the Forgotten Equity Market

🕔11:03, 11.Jun 2019

As of the end of March 2019, the Japanese equity market represents the second-largest country weight of the MSCI World index, at 8%. This is a far cry from the 45% that it represented at the peak of its financial

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Smart beta: 2019 global survey findings from asset owners

Smart beta: 2019 global survey findings from asset owners

🕔11:03, 11.Jun 2019

FTSE Russell is proud to present the sixth annual survey of global institutional asset owners’ attitudes toward evaluation and adoption of smart beta. Each year we have surveyed decision makers across a broad spectrum of AUM tiers and organizational types

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Central banks once again in the driving seat

Central banks once again in the driving seat

🕔11:03, 11.Jun 2019

Market Flash The week kicked off with an increasing amount of disappointing economic data, particularly in China, prolonging concerns over growth and driving investors’ risk aversion sharply higher. Speaking at a conference in Chicago, J. Powell confirmed comments from several

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔11:03, 11.Jun 2019

While China’s economic growth showed some signs of a pickup in early 2019, overall activity in the rest of emerging Asia looks still weak, especially exports. We expect China’s policy stance to turn more accommodative amid weaker-thanexpected data and a

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The US-China Trade Conflict: How Long Will This Keep Going On?

The US-China Trade Conflict: How Long Will This Keep Going On?

🕔11:03, 11.Jun 2019

Investment Strategy Insights Most emerging countries are economically fragile when entering the World Trade Organization (WTO) and are granted leniencies not available to developed countries. As China grew within the WTO to an economic superpower, it became clear that the

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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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More Macro Issues to the Fore

More Macro Issues to the Fore

🕔11:03, 11.Jun 2019

We continue to believe that there is sufficient political will for the U.S. to stay the course regarding the trade conflict with China. While our base case is for the Federal Reserve to remain on hold, if the trade situation

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Weekly Economic Commentary

Weekly Economic Commentary

🕔07:00, 8.Jun 2019

t is hard to overstate the differences in style between China and the United States. The Chinese are measured, patient and subtle. They view Washington’s posture as impulsive and unproductive. Several people in Beijing referred to the increase in tariffs

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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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No shortcuts

No shortcuts

🕔11:03, 5.Jun 2019

Weekly Digest Hiring managers looking to bring someone into their business or team would naturally include an interview stage for promising candidates, which may consist of several rounds of face to face questioning and assessment. Why should the process of

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Why the Fed is reviewing its monetary policy strategy

Why the Fed is reviewing its monetary policy strategy

🕔07:18, 5.Jun 2019

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

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CEE Market Insights

CEE Market Insights

🕔04:08, 5.Jun 2019

CEE currencies became more attractive as the lack of room to ease rates domestically met with decreasing rate expectations on major markets. The Czech koruna seems to be the slight exception, as rate expectations are also easing there, given the

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OK, Sell in May…But What About Today? Investing in an Increasingly Volatile Market

OK, Sell in May…But What About Today? Investing in an Increasingly Volatile Market

🕔17:02, 4.Jun 2019

Strategy Espresso On 1 May, investors in US equities were celebrating. The S&P 500 had more than recovered all of the losses from last year’s Q4 sell-off to reach a new all-time high of 2,954. The CBOE Volatility Index (“VIX”), widely accepted

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Why invest in alternative assets?

Why invest in alternative assets?

🕔17:02, 4.Jun 2019

The post-crisis economic expansion has been long but relatively anaemic. In this environment, few central banks have been able to normalise either interest rates or their balance sheets, and investors have, as a result, struggled to achieve the desired yield

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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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