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Tag "trade war"

AllianceBernstein – Trade Wars, Elections and Value Rotation

🕔15:30, 3.dec 2019

Trade Wars, Elections and Value Rotation – Oh My. What’s next? In today’s volatile world the “What is Next?” question is on every investors’ mind. Despite all the geopolitical and economic uncertainties the US equity markets performed well this year,

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SDGs: Challenge and opportunity

SDGs: Challenge and opportunity

🕔10:01, 18.nov 2019

SDGs: Challenge and opportunity by Global Chief Investment Officer Mark Haefele With markets focused on the back-and-forth in US-China trade negotiations it's easy to forget that, behind the headlines, there are other longer-term challenges that we face as a society.

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Trade and Tariff Uncertainty: A Bottom-Up Perspective on Managing Macro Headwinds

Trade and Tariff Uncertainty: A Bottom-Up Perspective on Managing Macro Headwinds

🕔16:35, 13.nov 2019

US and China trade-related uncertainties and the associated financial risks are unlikely to be resolved soon. A company's ability to weather the tariff-related headwinds of rising costs, compressing margins and the potential loss of market share depends on its ability

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Consider This

Consider This

🕔18:50, 11.nov 2019

On the Markets As we head toward the end of the third quarter, I can’t help but think it feels very similar to last year in many ways. The S&P 500 is trading right where it was a year ago, near its all-time

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Nervositeit op aandelenmarkten centrale banken bieden houvast

Nervositeit op aandelenmarkten centrale banken bieden houvast

🕔18:49, 11.nov 2019

Maandbericht beleggen Wij handhaven de overweging van aandelen en onderweging van obligaties De nervositeit onder beleggers is sinds begin oktober weer toegenomen. Belangrijkste aanleiding hiervoor zijn de tegenvallende ISM-inkoopmanagersindices voor de Amerikaanse productie- en dienstensector. Deze daalden harder dan verwacht

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Nearing the top of the wall of worries?

Nearing the top of the wall of worries?

🕔07:27, 11.nov 2019

Highlights The trade war did not escalate further in October. It is too early to assess the damage that has already been inflicted on the economy. Whether we will witness a recession or not will depend on the resilience of

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House View Commitee

House View Commitee

🕔07:36, 8.nov 2019

Summary Global equities are trading at unsustainable valuations given the deterioration of the growth outlook over 2019 and especially following the drop in tactical leading indicators for the US over September The Phase 1 trade deal between the US and China is in

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Markets may have changed a little but the fundamental trend has not

Markets may have changed a little but the fundamental trend has not

🕔10:30, 7.nov 2019

The recent drop in political risk is a significant shift in a climate of almost constant one-upmanship. It is highly likely that hopes over a US-China deal and the diminishing risk of a hard Brexit mainly reflect the willingness of all concerned

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The macroeconomic and political backdrop is highly uncertain as investors face the final quarter of the year.

The macroeconomic and political backdrop is highly uncertain as investors face the final quarter of the year.

🕔07:46, 7.nov 2019

Asset Allocation Navigator Fourth quarter 2019 Central banks cutting interest rates helps, but can’t fully offset the drag on growth from tariffs and trade policy uncertainty. The ‘skinny’ trade deal between the US and China suspends a planned tariff increase in mid-October, but

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Geopolitical clouds start to clear

Geopolitical clouds start to clear

🕔15:35, 6.nov 2019

In Short While some data misses continue, especially in manufacturing and in Europe, we believe that economic releases are pointing towards a stabilization in growth. Optimism is spreading that the worst may be behind us, thanks to improvements in the

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Trade Troubles Persist as Central Banks Resist Recession

Trade Troubles Persist as Central Banks Resist Recession

🕔08:51, 1.nov 2019

Voya Multi-Asset Perspectives Global equities rose in September, recapturing some of August’s losses. By contrast, so-called “safe-haven” fixed income asset classes, such as long-maturity U.S. Treasurys, declined, giving back a small portion of their prior month returns. The advance in

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Fading Optimism On Trade

Fading Optimism On Trade

🕔13:12, 25.okt 2019

Global markets went on a rollercoaster ride in the past two weeks amid shifting developments in the U.S.-China trade dispute. As negotiators headed into the 13th round of trade talks in Washington on October 10 and 11, stocks sold off

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A sudden improvement on Brexit and US-China trade talks?

A sudden improvement on Brexit and US-China trade talks?

🕔12:54, 17.okt 2019

Positive developments can be reported about Brexit and the US-China conflict, two issues that have caused a lot of uncertainty during the last 12 months. In turn this uncertainty has caused a significant amount of damage to the global economy.

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A US-China ‘mini deal’

A US-China ‘mini deal’

🕔10:03, 16.okt 2019

The US and China have agreed a truce in their trade conflict with a ‘mini deal’ that sees the US holding off on tariff increases scheduled for 15 October in exchange for some concessions from China, mainly around agricultural purchases

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Trade war déjà vu is scant comfort to investors

Trade war déjà vu is scant comfort to investors

🕔15:03, 15.okt 2019

We’re not convinced that the latest trade war détente between Donald Trump and Xi Jinping will prove any more lasting than the previous one.  Beset by slowing domestic economies and under pressure to end a damaging trade war, Xi Jinping

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Divergence and boneheads

Divergence and boneheads

🕔08:45, 23.sep 2019

Eurozone industrial production has been contracting on a year-on-year basis for nine consecutive months until July. Output was down 2.0% yoy in July, slightly better than the – 2.4% in June. A remarkable divergence is taking place behind these numbers.

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US/China trade war undermines the outlook for equities

US/China trade war undermines the outlook for equities

🕔07:59, 19.sep 2019

For the past 10 years, I have been positive about the prospects for equities. But at the end of May, I downgraded my view to neutral as the trade war between the US and China escalated. The rhetoric between the

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This Month’s Topic Trade War Escalation And Impact On World Trade And Economic Growth

This Month’s Topic Trade War Escalation And Impact On World Trade And Economic Growth

🕔15:10, 18.sep 2019

The summer months have been eventful. On the (geo)-political level, the sources of tension have multiplied globally. On the economic front, the growth momentum has weakened further, confirming the downward trend observed worldwide since April, with the deepening of the

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Measuring the market impact of geopolitics

Measuring the market impact of geopolitics

🕔16:26, 11.sep 2019

Geopolitical risk is on the rise and investors will increasingly need to take it into account in the coming years. Our analysis looks at how it can impact portfolios and what investors can do about it in terms of strategy.

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How trade wars are weakening the BRICs

How trade wars are weakening the BRICs

🕔15:31, 11.sep 2019

Craig Botham explains why the economics team has downgraded the growth outlook across the BRIC economies this quarter, with weakness in 2020 driven by the trade war.

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Investing in a 50:50 World

Investing in a 50:50 World

🕔14:36, 11.sep 2019

Speed read China-US trade deal has been delayed, expect more volatility Look for structural changes: China stimulus and global IT supply chains Best opportunities remain outside of the US, as long as we have a trade deal 

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Back to school: our themes put to the test

Back to school: our themes put to the test

🕔07:27, 9.sep 2019

U.S.-China trade tensions have escalated, echoing our midyear outlook protectionist push theme, and bond yields have fallen to new lows. We do not see a near-term recession, with no clear signs of financial vulnerabilities and central banks helping extend the

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Weekly Market Update: Inverted Yield Curve, New Tariffs this Week

Weekly Market Update: Inverted Yield Curve, New Tariffs this Week

🕔08:02, 6.sep 2019

The U.S. yield curve inverted last Tuesday, raising worries of recession, while the trade war escalates this week as China and the U.S. exchange taris. Despite increased concerns on the U.S. yield curve, global equities gained 2.0% last week with

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Economic Commentary: Europe Flirts With Recession

Economic Commentary: Europe Flirts With Recession

🕔16:44, 5.sep 2019

Global trade tensions are taking their toll, leaving Europe struggling for solutions. The city of Biarritz is part of the pays de Basque, which spans southwestern France and north-central Spain. The Basques’ unique cultural identity has often led to separatist

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How trade wars are rocking the wobbly world economy

How trade wars are rocking the wobbly world economy

🕔13:30, 5.sep 2019

Following the latest escalation of tensions, we are downgrading our forecasts for growth.  The trade wars are taking a toll on the outlook for the world economy. We now expect global growth of 2.6% this year and 2.4% next (previous

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