OpinioPro Research


Financial Investigator Research by OpinionPro

  • LGT CM - Mid-year review and outlook: still constructive

    LGT CM - Mid-year review and outlook: still constructive

    donderdag 29 juni 2017

    LGT Beacon Global Market Update
    Last year’s global reflationary recovery has been cooling off this year. While corporate earnings, stock prices, and economic sentiment surged to records, actual and expected inflation r

  • Pioneer - Spotlight on Global Asset Classes

    Pioneer - Spotlight on Global Asset Classes

    donderdag 29 juni 2017

    Global Asset Allocation Research
    • Growth Holding Up Relatively Well in a More Synchronized Way The growth outlook is benign: we confirm our global GDP growth forecast, at 3.5% for 2017, acknowledging better than expected

  • UBP - The time is right for convertible bonds

    UBP - The time is right for convertible bonds

    zaterdag 29 april 2017

    Market update |Convertible Bonds
    • With already two interest rate hikes in only 3 months in the US and more to be expected this year, investors are looking for alternatives to their bond investments. • When faced wi

  • NN Investment Partners - Europese aandelen aan kop door beste winstgroei; VS minder aantrekkelijk

    NN Investment Partners - Europese aandelen aan kop door beste winstgroei; VS minder aantrekkelijk

    donderdag 29 juni 2017

    Investment View
    De vooruitzichten voor aandelen blijven positief, met name voor Europese aandelen, volgens NN Investment Partners (NN IP). NN IP verwacht dat robuuste macro-economische cijfers deze assetcategorie ondersteune

  • NN Investment Partners - Stevige groei verwacht, politieke risico’s houden aan

    NN Investment Partners - Stevige groei verwacht, politieke risico’s houden aan

    donderdag 29 juni 2017

    Investment View: Mid Year Outlook
    Belangrijkste verwachtingen uit de Mid Year Outlook van NN Investment Partners (NN IP) voor 2017:
    • Groei mondiale economie robuust en evenwichtig • Centrale banken bouwen ste

  • BMO - Responsible Global Equity - De volgende stap naar een fossielvrije (beleggings)wereld

    BMO - Responsible Global Equity - De volgende stap naar een fossielvrije (beleggings)wereld

    woensdag 28 juni 2017

    De bedrijven in de portefeuille van ons Responsible Global Equity fonds adresseren via hun kernactiviteiten een aantal belangrijke problemen. In dit artikel bekijken we hoe een efficiënt gebruik van hulpbronnen en de energietransitie als them

  • Natixis - Flattening pressure persists

    Natixis - Flattening pressure persists

    woensdag 28 juni 2017

    Fixed Income Strategy Weekly
    • Euro area: strong growth but slower inflation in June • Long Bund positioning, expect tensions on swap spreads around half-year close • Rally in credit, rich valuations in high y

  • AXA - Consider this “When do countries implement structural reforms?”

    AXA - Consider this “When do countries implement structural reforms?”

    woensdag 28 juni 2017

    Investment Research
    The authors investigated the determinants of structural reform implementation, considering domestic as well as international factors across 40 OECD countries. They focused on four areas of reform includin

  • Abn Amro - Recovery killed before being born

    Abn Amro - Recovery killed before being born

    woensdag 28 juni 2017

    Brazil Watch 
    • Economic growth in Q1 fairly positive, but risks of slowdown have risen • We cut our 2017 growth forecast to 0.5%, risks still tilted to downside • Policy rate cuts expected to continue

  • State Street Global Advisors - Strategy Espresso

    State Street Global Advisors - Strategy Espresso

    dinsdag 27 juni 2017

    As expected, the US Federal Reserve (Fed) raised the funds rate by 25bps in their June meeting. Although the hike was widely anticipated, markets remain vigilant of inflation following another weak release. US core inflation fell 0.8% ye

  • T. Rowe Price - Aandelen en Obligaties zijn aantrekkelijk nu ze minder kwetsbaar zijn geworden voor traditionele risico's

    T. Rowe Price - Aandelen en Obligaties zijn aantrekkelijk nu ze minder kwetsbaar zijn geworden voor traditionele risico's

    dinsdag 27 juni 2017

    Price Point
    • De opkomende markten waren altijd kwetsbaar voor risico’s als op het gebied van overheidsfinanciën, voor gevoeligheid voor externe factoren, voorwaardelijke verplichtingen in de private sector en

  • Capital Group - GHIO: The search for yield

    Capital Group - GHIO: The search for yield

    maandag 26 juni 2017

    Investment Insights
    With traditional fixed-income assets offering low or negative yields, investors are searching for higher-income alternatives. As US interest rates are now on the rise, investors face the additional headwi

  • Abn Amro - Recovery grinds to a halt

    Abn Amro - Recovery grinds to a halt

    maandag 26 juni 2017

    Diamond Market Outlook
    • The recovery in the diamond trade has grinded to a halt at the start of 2017… • …as US consumer spending has been disappointing … • …and Chinese jewellery d

  • RPM Investments - Volatility: A ”Tail Event” 2017

    RPM Investments - Volatility: A ”Tail Event” 2017

    maandag 26 juni 2017

    Today, you cannot walk very far in central Stockholm or any other fi nancial center before you fi nd yourself in a discussion about the “strange markets”. Few, if any, seem to understand the market environment we have experienced for q

  • Lyxor - #4.Divergence To Extend,Usdto Stay Strong

    Lyxor - #4.Divergence To Extend,Usdto Stay Strong

    maandag 26 juni 2017

    Central Banks’ Normalization Series
    • We expect the Fed to begin its balance sheet reduction “later this year” • While the ECB & BoJ could initiate their tapering only in 2018 & 2019 respec

  • Abn Amro - Firmer China offsets weaker India

    Abn Amro - Firmer China offsets weaker India

    maandag 26 juni 2017

    Asia Outlook
    • Growth emerging Asia has profited from firmer China and pick-up global trade • … compensating for India’s post-demonetisation slowdown • Rotation expected as China slows; India to b

  • Erste Group - Among CEE countries, only Croatia is thinking about early euro adoption

    Erste Group - Among CEE countries, only Croatia is thinking about early euro adoption

    woensdag 28 juni 2017

    CEE Insights
    This week will offer just a few macro releases in CEE. The most important event to watch could be the rate setting meeting of the Czech National Bank. We have recently received many comments from bank board memb

  • Barclays - One year on...

    Barclays - One year on...

    donderdag 29 juni 2017

    In Focus: Markets as we see them
    Soothsayers around the world continue to wilt in the face of an incoming reality that bears scant resemblance to their forecasts. A politically and economically resurgent Europe is perhaps th

  • Source - A Fed cycle like no other – or is it?

    Source - A Fed cycle like no other – or is it?

    maandag 26 juni 2017

    Uncommon truths 
    The Fed is 18 months into its tightening cycle. Though it is not following the template of previous cycles, financial markets are, with the important exception of long yields, which are down. Our analys

  • Actiam - Actiam Weekly

    Actiam - Actiam Weekly

    maandag 26 juni 2017

    Highlights
    •  Commodities under pressure • Spreads on Global HY increased due to falling oil prices 

 

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