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US Senate approved US fiscal package

US Senate approved US fiscal package

🕔12:05, 2.Apr 2020

We expect that investors will require evidence that case growth is “under control” before a sustainable recovery in risk appetite can take hold. In the short-term, a cautious investment strategy remains warranted However, highly attractive valuations for risky asset classes

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Tectonic shift to sustainable investing

Tectonic shift to sustainable investing

🕔08:08, 1.Apr 2020

Weekly commentary It’s important to keep a long-term perspective amid market volatility – such as the extraordinary moves of recent weeks. One enduring trend we see is a move to sustainable investing: a structural shift in investor preferences leading to

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Amid the bear market: 10 themes to consider

Amid the bear market: 10 themes to consider

🕔05:58, 1.Apr 2020

Weekly Investment Commentary U.S. stocks peaked on 19 February, then plummeted in the deepest and fastest decline to a bear market in history. Last week, prices rebounded sharply, as the S&P 500 Index experienced its largest weekly gain since 1938,

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US Equity Market Update: Three Reasons for Optimism

US Equity Market Update: Three Reasons for Optimism

🕔15:45, 27.Mar 2020

The impact of the coronavirus on the US economy still isn’t fully known yet, as the situation continues to evolve. However, Franklin Equity Group’s Grant Bowers sees at least three reasons to be optimistic about the long‑term recovery. 

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How Large Cap Stock Investors Can Adapt to a Slowing Economy

How Large Cap Stock Investors Can Adapt to a Slowing Economy

🕔06:57, 26.Mar 2020

Insights on US Equities How Large‑Cap Stock Investors Can Adapt to a Slowing Economy  While caution is warranted, cyclical opportunities exist.  Q. How is the U.S. economic slowdown affecting large‑cap stocks? Joe Fath: I think the U.S. economy is showing

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Qontigo – Webinar – Managing Your Portfolio in an Extreme US Factor Environment

🕔16:00, 25.Mar 2020

Webinar – Managing Your Portfolio in an Extreme US Factor Environment March 25, 2020,  11:00 AM ET | 8:00 AM PT As the spread of coronavirus (COVID-19) continues, we are witnessing uncharted turmoil in the global equity markets with factor behaviors

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Seeing beyond short-term turmoil: Ideas for stock investors

Seeing beyond short-term turmoil: Ideas for stock investors

🕔06:37, 25.Mar 2020

Financial markets, and the world, are in unprecedented times. Tony DeSpirito offers some perspective along with ideas for preparing for the eventual return to “normal”. Global spread of coronavirus brought a swift and sudden reversal of the positive momentum that

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Natixis IM – Webinar – In Conversation with Pr Robert Shiller

🕔16:00, 24.Mar 2020

Webinar – In Conversation with Pr Robert Shiller Description: With the spread of the Coronavirus, Professor Robert Shiller will provide an update on his view in regards to: – Current Narratives and economic impact of CoVID19 – Monetary policy: was

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Talking Points on China’s Experience with COVID-19

Talking Points on China’s Experience with COVID-19

🕔12:01, 23.Mar 2020

Talking Points on China's Experience with COVID-19: What IS and IS NOT applicable to the US ​What IS NOT applicable to the United States What IS NOT applicable to the United States COVID-19 (Coronavirus) began in Wuhan, which is the capital

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Economic Update

Economic Update

🕔14:53, 19.Mar 2020

This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.  Risks: Impacts from COVID-19 may cause a global recession. Political headlines may foment market volatility. Earnings growth has slowed and could stall

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EU & US tightened epidemic control measures markedly

EU & US tightened epidemic control measures markedly

🕔10:34, 19.Mar 2020

Overseas: COVID-19 escalated rapidly in the US and EU; total overseas confirmed cases rose to 98,161 (+16,026 cases, or +14% DoD), far surpassing that in China. 860 new cases confirmed in US on Mar 16; cumulative 4,662. New cases in

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US Fed tries to stabilize markets

US Fed tries to stabilize markets

🕔12:42, 17.Mar 2020

Short Note | Major Markets | US Fed  Yesterday evening, and thus only three days before the end of the next regular meeting, the US Federal Reserve lowered the range for the key interest rate by 100 basis points to

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Emergency interest-rate cuts are here

Emergency interest-rate cuts are here

🕔09:51, 16.Mar 2020

Investment Note The U.S. Federal Reserve’s (Fed’s) announcement arrived roughly two hours after G7 finance ministers and central banks released a joint statement pledging to take additional action to support the economy and price stability. We now expect every major

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U.s. Economic & interest rate outlook

U.s. Economic & interest rate outlook

🕔16:01, 12.Mar 2020

COVID-19 has brought a complete turnabout in U.S. risk sentiment. Markets cannot be calmed: safe-haven assets like U.S. Treasuries have fallen to record-low yields while equity market volatility has been substantial. The U.S. Federal Reserve executed a large, out-of-cycle interest

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A Justified Correction: Opportunities Exist, but Risks remain

A Justified Correction: Opportunities Exist, but Risks remain

🕔14:38, 4.Mar 2020

For the last several months, we have been tactically cautious on equities; especially non-financial value stocks. We were surprised by the speed of the S&P 500's rally to a record high of 3386 on February 19. Our primary concern was

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To what degree?

To what degree?

🕔17:17, 24.Feb 2020

A climate scenario analysis of U.S. insurers’ portfolios The implications of climate change are playing out across two broad channels—physical and transition related. Physical risks of climate change manifest in the form of rising sea levels, droughts, wildfires and storms,

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The end of globalization?

The end of globalization?

🕔17:13, 24.Feb 2020

Global Investment Forum 2019 Over three days a selection of our investment managers, economists and strategists congregated in London for our annual Global Investment Forum (the “Forum”). As well as sharing their own analysis and insights, the team heard from a

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Casting a Vote for Fundamentals

Casting a Vote for Fundamentals

🕔16:55, 24.Feb 2020

Capital Markets: Observations and Insights Many people view the 2020 U.S. presidential election as the biggest and most important election in a century. So then it must be immensely important for the stock market’s subsequent performance, right? No, not in

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Equities: A New Era

Equities: A New Era

🕔16:53, 24.Feb 2020

Market Pulse Perspectives from GSAM Strategic Advisory Solutions  US equities outperformed by a wide margin in 2019, supported by strong earnings, low rates, and relatively contained volatility. We expect the 2020 market backdrop to remain supportive of risk assets, but

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Presidentsverkiezingen VS houden financiële markten in greep

Presidentsverkiezingen VS houden financiële markten in greep

🕔09:32, 17.Feb 2020

Actiam Perspective Presidentsverkiezingen VS houden financiële markten in greep Fake news?! Het lijkt nog erg ver weg: pas op 3 november 2020 zijn de Amerikaanse presidentsverkiezingen. Toch zal dit onderwerp snel het nieuws gaan veroveren. Zo is “Super Tuesday“ al

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Focus: Euro, EZ Industry

Focus: Euro, EZ Industry

🕔07:27, 17.Feb 2020

Week Ahead Why is the euro currently so weak? Since the beginning of the year, the euro has come under strong pressure against the US dollar, the Swiss franc and the yen. In our opinion, several factors have contributed to

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An early roadmap to US politics in 2020 and beyond

An early roadmap to US politics in 2020 and beyond

🕔17:05, 27.Jan 2020

– We provide a representative sampling of the overall 2020 electoral outcomes you may currently want to consider when making investment decisions. – Most likely, the outcome may be in what we call the Mushy Middle (epitomized by various combinations

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Testing limits

Testing limits

🕔16:34, 27.Jan 2020

2020 Global Outlook Growth should edge higher in 2020, limiting recession risks. This is a favorable backdrop for risk assets. But the dovish central bank pivot that drove markets in 2019 is largely behind us. Inflation risks look underappreciated, and

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A roadmap to navigate political tensions

A roadmap to navigate political tensions

🕔13:00, 20.Jan 2020

Key Messages 1. Lessons from the US-Iran conflict. Last week, Iran executed its announced retaliation, firing missiles against US military bases in Iraq. Oil prices jumped 5% and S&P 500 futures pointed to a 1.7% lower start to the day

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20/20-zicht op 2020?

20/20-zicht op 2020?

🕔15:29, 17.Jan 2020

De standaard voor opticiens in de Verenigde Staten is een 20/20-zicht (20/20 vision). Dat geeft aan wat een "normaal" mens zonder oogafwijkingen zou moeten kunnen zien als hij 20 voet van een oogkaart staat. Een 20/20-zicht betekent dat een mens

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USD: No sustained trend visible -> https://www.opiniopro.com/2020/04/erste-group/usd-no-sustained-trend-visible/ #currency #fx #interestrates via @ErsteGroup

Tackling The ‘Unknown Unknowns’: How Active Managers Manage Unforeseen Risks -> https://www.opiniopro.com/2020/04/columbia-threadneedle/tackling-the-unknown-unknowns-how-active-managers-manage-unforeseen-risks/ #active #passive #COVID19 #fundmanager #ETFs #behavioural via @CTinvest_EMEA @CTInvest_US

Policy Tries To Keep Pace With The Pandemic -> https://www.opiniopro.com/2020/04/northern-trust/policy-tries-to-keep-pace-with-the-pandemic/ #CoronaCrisis #COVID19 #EmergingMarkets #debt via @NorthernTrust @NTInvest

Which financial assets are well positioned and which ones are at risk as policy-makers brace for major COVID-19-induced demand shocks? Find out more in this piece.

‘Whatever it takes’: Fiscal Edition -> https://opiniopro.com/2020/03/ubp/whatever-it-takes-fiscal-edition/ #CentralBanks #china #coronavirus #credit #crisis #ECB #fiscalpolicy #fomc #COVID19 via
@UBP_Group

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