OpinioPro Research


Financial Investigator Research by OpinionPro

  • Nordea - Need-to-knows: 3 key charts for 2018

    Nordea - Need-to-knows: 3 key charts for 2018

    woensdag 13 december 2017

    The US yield curve flattened considerably in 2017. This has garnered a lot of attention, as the yield curve is one of the market’s favourite recession indicators. An inverted yield curve normally signals a US recession. And as we know, equit

  • Alpha Research Selection - Vermijden harde Brexit bovenaan EU-agenda

    Alpha Research Selection - Vermijden harde Brexit bovenaan EU-agenda

    woensdag 13 december 2017

    •  Focus op toekomstige handelsrelatie nu drie knelpunten zijn overwonnen • Canadese of Noorse model waarschijnlijk het meest besproken • Transitieperiode is een illusie en niemand kent het slotakkoord 

  • UBP - Opportunities & Risks Late In The Economic Cycle

    UBP - Opportunities & Risks Late In The Economic Cycle

    maandag 11 december 2017

    Investment Outlook 2018
    Entering 2017, investors worried that the forces that led to the election of US President Donald Trump would spill over into Europe and signal a continued rise in populism across Western economies. Ho

  • Lyxor - ETF flows at an all-time annual high

    Lyxor - ETF flows at an all-time annual high

    donderdag 14 december 2017

    ETF flows accelerated further in November as persistent, and synchronized, global economic growth supported developed market equities and bonds. Flows into ETFs are already much higher than the previous annual record, set in 2015.

  • Lyxor - Tech tremorts hurts L/S equity

    Lyxor - Tech tremorts hurts L/S equity

    donderdag 14 december 2017

    The recent correction in IT stocks led to a momentum reversal which had a negative impact on L/S Equity funds, down -1.3% last week. Market Neutral L/S, which tends to be sensitive to the momentum risk factor, were not left unscathed by sector rot

  • JP Morgan - Global Asset Allocation Views

    JP Morgan - Global Asset Allocation Views

    donderdag 14 december 2017

    • Broad-based and above-trend growth is set to continue into 2018 before gradually easing back to trend over the year. Inflation is normalizing slowly, with limited risk of rising sharply as wages and oil prices remain contained. It may look to

  • LGT CM - Tactical asset allocation for Q1/2018

    LGT CM - Tactical asset allocation for Q1/2018

    donderdag 14 december 2017

    We expect global economic growth to remain robust, with headline inflation rising only gradually. Still, given this past year’s strong gains in equity prices and the slump in volatility, we think it's prudent to limit risk exposure and t

  • Aberdeen - Born to Run

    Aberdeen - Born to Run

    woensdag 13 december 2017

    There is a sense of a Goldilocks scenario as investors look forward to 2018. Growth momentum that built over the course of this year is expected to persist across most economies, providing a supportive backdrop for risk assets. Indeed, while growt

  • Natixis - Fed to raises rates this week

    Natixis - Fed to raises rates this week

    woensdag 13 december 2017

    • Bund yields dip below 0.30% • Fed to hike rates by 25bps this week • Year-end tensions on USD funding • Bund, USTs: neutral duration, 10s30 steepener • Bonos underpeforme  

  • Abn Amro - Nothing is Forever - part 2

    Abn Amro - Nothing is Forever - part 2

    woensdag 13 december 2017

    • The Diamond industry has moved from a stable environment to a highly dynamic environment • The miners and the rough diamond buyers have adopted different strategies to face the new environment • The large mining companies have ado

  • Robeco - Avoiding a hard Brexit tops the EU agenda

    Robeco - Avoiding a hard Brexit tops the EU agenda

    woensdag 13 december 2017

    • Focus on trade deal after three sticking points were overcome • Talks may center around adopting the Canada or Norway models • Transition period an illusion, no one knows what end game is 

  • UBS - Pension reform in spotlight as Brazil enters 2018

    UBS - Pension reform in spotlight as Brazil enters 2018

    dinsdag 12 december 2017

    Regional view - Emerging Markets
    This week, pension reform in Brazil will enter a critical stage. If the bill advocating reform gets a vote in the lower house of Congress, it may have a good chance of becoming law in the for

  • Erste Group - CEE Insights | Fixed Income | Central and Eastern Europe

    Erste Group - CEE Insights | Fixed Income | Central and Eastern Europe

    dinsdag 12 december 2017

    On Radar
    Looking ahead to next year’s market developments for CEE, major markets will be very important. This is predominantly true for bond yields, where the increase in major market yields could also exert upward pr

  • Lyxor - Tech Tremors Hurt L/Sequity

    Lyxor - Tech Tremors Hurt L/Sequity

    dinsdag 12 december 2017

    The Weekly Brief
    The recent correction in IT stocks led to a momentum reversal which had a negative impact on L/S Equity funds, down -1.3% last week. Market Neutral L/S, which tends to be sensitive to the momentum risk facto

  • UBS - House View Weekly

    UBS - House View Weekly

    dinsdag 12 december 2017

    Week Ahead
    • What will the Fed say about the future? The Fed's rate decision will be among the week's news highlights, despite markets assigning a near 100% probability to a 25 basis point rate hike. Our focus wil

  • UBS - Sustainable investment

    UBS - Sustainable investment

    dinsdag 12 december 2017

    Regional view - Switzerland 
    In recent years, sustainable investment has steadily grown in importance among both and institutional investors alike. In contrast to traditional investment, where the primary goal is to ach

  • UBS - Holistic tightening

    UBS - Holistic tightening

    dinsdag 12 december 2017

    Regional view - United Kingdom 
    We expect the Federal Reserve (Fed) to hike rates by another 25bps at its policy meeting this week – the last one of the year. The market has largely priced this in, but it is their

  • Alpha Research Selection - Will India be the next China?

    Alpha Research Selection - Will India be the next China?

    donderdag 14 december 2017

    In 2016, investors asked, “Will India be the next China?” Any response to this question is hypothetical at the current stage of both economies. China is light-years ahead of India and the gap is only widening. India relies on infrastru

  • JP Morgan - The Weekly Brief

    JP Morgan - The Weekly Brief

    maandag 11 december 2017

    Thought of the Week
    The eurozone economy is in good health, fuelled by a broad based recovery in the region. As measured by the PMI (Purchasing Managers’ Index) surveys, expectations of economic activity picked up in N

  • JP Morgan - Weekly Market Recap

    JP Morgan - Weekly Market Recap

    maandag 11 december 2017

    Thought of the week
    Both the House and Senate have passed versions of a tax bill, and the reconciliation process has begun. While there are differences between the two bills, the underlying philosophy seems to be largely the

 

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