OpinioPro Research


Financial Investigator Research by OpinionPro

  • Erste Group - Markets seem to be immune to political events

    Erste Group - Markets seem to be immune to political events

    vrijdag 20 oktober 2017

    Credit Markets Weekly
    The German benchmark yields have narrowed slightly in the past few days from about 50 to currently 36bps (10Y). This seems to indicate that market participants are looking forward to the ECB meeting wit

  • L & G - Focused growth

    L & G - Focused growth

    donderdag 19 oktober 2017

    Disruption is nothing new. As part of our ongoing work on long-term market themes, technological change continues to pose a serious risk to many industries and individual companies. However, the speed, adoption, and complexity of that disruption r

  • UBP - High yield cds indices are cheap high yield bonds are expensive

    UBP - High yield cds indices are cheap high yield bonds are expensive

    woensdag 11 oktober 2017

    Manager’s Insight
    • Valuations remain attractive, as highlighted by the fact that the current yield of UBAM - Global High Yield Solution is in line with its 5-year average at 6.3% (for an annualized performance of 8

  • NN Investment Partners - Positieve marktdynamiek biedt extra steun

    NN Investment Partners - Positieve marktdynamiek biedt extra steun

    donderdag 19 oktober 2017

    MarketScope
    We kijken bij de beoordeling van een beleggingscategorie altijd naar zowel fundamentele als gedragsindicatoren. Het fundamentele plaatje ziet er al een tijdje heel degelijk uit. We zien nu ook dat het beeld aan d

  • Abn Amro - European bank issuance outlook for 2018

    Abn Amro - European bank issuance outlook for 2018

    woensdag 18 oktober 2017

    Financials Watch
    • 2018 will be another transition year for the bank debt issuance market • This follows 2017 which has seen a dramatic difference of GSIB vs. non-GSIBs • GSIB issuance should remain robust for

  • LGT CM - The global economy maintains positive momentum

    LGT CM - The global economy maintains positive momentum

    woensdag 18 oktober 2017

    LGT Beacon - Global macro and market review 
    Over the past month, global growth indicators stayed upbeat and inflation expectations extended a recovery toward targeted levels. We repositioned ourselves for a euro setbac

  • Natixis - ECB to opt for 9-month QE extension

    Natixis - ECB to opt for 9-month QE extension

    woensdag 18 oktober 2017

    Fixed Income Strategy Weekly
    • Pullback in rates to 0.40% on Bund • ECB: 9-month extension of QE at €30bn monthly clip • Neutral stance on T-note and Bund, caution on Gilts • Neutrality warranted on

  • Lyxor - Global Macro Funds' Disconnect Coming to an End

    Lyxor - Global Macro Funds' Disconnect Coming to an End

    dinsdag 17 oktober 2017

    The Weekly Brief
    Another positive week for hedge funds. Cracks in the reflation trade emerged after the marginally dovish Fed's minutes were released and with doubts intensifying about the tax-cut package. CTAs outperfor

  • Alpha Research Selection - October 2017: Market news and expert views

    Alpha Research Selection - October 2017: Market news and expert views

    donderdag 19 oktober 2017

    One of the distinguishing features of the current capital market environment is the unusually positive fundamental situation. It is true that economic momentum has recently shown signs of a slight slowdown, as can be seen from our own leading indi

  • Abn Amro - The balancing act of OPEC

    Abn Amro - The balancing act of OPEC

    maandag 16 oktober 2017

    Energy Monitor
    • IEA data shows that the oil market reached a balance between supply and demand… • …but every sign of doubt trigger new price swings • There is an upward potential for oil prices,

  • Alpha Research Selection - Gematigde inflatie

    Alpha Research Selection - Gematigde inflatie

    maandag 16 oktober 2017

    Investment Highlights ?week 41
    Het positieve sentiment op de financiële markten hield afgelopen week aan. Diverse aandelenmarkten stegen weer naar nieuwe all time highs. Niet alleen aandelen, vrijwel alle andere beleggi

  • Erste Group - CEE Insights

    Erste Group - CEE Insights

    dinsdag 17 oktober 2017

    On Radar
    Improving economic conditions have a rather positive effect on budgets through higher tax intake and lower unemployment benefits in CEE. We have cut our deficit forecasts for this year for CEE from 2.2% of GDP to 1

  • Lyxor - Global Macro Funds’ Disconnect Coming To An End

    Lyxor - Global Macro Funds’ Disconnect Coming To An End

    dinsdag 17 oktober 2017

    The Weekly Brief
    Another positive week for hedge funds. Cracks in the reflation trade emerged after the marginally dovish Fed's minutes were released and with doubts intensifying about the tax-cut package. CTAs outperfor

  • NN Investment Partners - EMD: een nieuwe rol in een veranderende wereld

    NN Investment Partners - EMD: een nieuwe rol in een veranderende wereld

    dinsdag 17 oktober 2017

    Spotlight
    Marcelo Assalin, Head of Emerging Market Debt van NN Investment Partners, bespreekt scenario’s voor mondiale groei en hoe EMD-beleggers zich daarvoor kunnen positioneren. 
    • We gaan er van uit d

  • Voya - Committed to a Pure Play, Higher Quality Style

    Voya - Committed to a Pure Play, Higher Quality Style

    dinsdag 17 oktober 2017

    Portfolio Strategy: Senior Bank Loans
    • For over 20 years, the Voya Investment Management Senior Loan Group has delivered to institutional and individual investors a dedicated loan style focused on higher-quality, highly-

  • JP Morgan - Weekly Market Recap

    JP Morgan - Weekly Market Recap

    maandag 16 oktober 2017

    Thought of the Week
    This week marks the 30th anniversary of Black Monday, October 19th, 1987, when the Dow Jones Industrial Average fell 508 points and the S&P 500 saw a one-day loss of -20.5%. The market has certainly c

  • JP Morgan - The Weekly Brief

    JP Morgan - The Weekly Brief

    maandag 16 oktober 2017

    Thoght of the week
    US Business sentiment, as measured by the ISM manufacturing survey, continues to march upwards. September’s headline reading of 60.8 is the highest since 2004. Hurricanes Harvey and Irma distorted th

  • BNP Paribas - Asset Allocation Monthly

    BNP Paribas - Asset Allocation Monthly

    maandag 16 oktober 2017

    October 2017
    Equity markets continued to grind higher in September, reaching new highs while volatility dropped despite a geopolitically more agitated summer. The S&P 500 index broke above the 2 500 point level for the f

  • JP Morgan - Multi-Asset Solutions Weekly Strategy Report

    JP Morgan - Multi-Asset Solutions Weekly Strategy Report

    maandag 16 oktober 2017

    In Brief
    • Japan’s upcoming snap election will likely end in a victory for the ruling party, but a small winning margin could lead to the resignation of Prime Minister Shinzo Abe, calling into question the future of

  • Edmond de Rothschild - Market Flash: Low-Volatility Records

    Edmond de Rothschild - Market Flash: Low-Volatility Records

    zaterdag 14 oktober 2017

    On the markets
    Equity market trading was thin amid fresh low-volatility records. And yet global news flow was substantial and included the threat of Spain disintegrating, more noise and fury over North Korea, Turkish troops

 

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