OpinioPro Research


Financial Investigator Research by OpinionPro

  • State Street Global Advisors - At a Glance

    State Street Global Advisors - At a Glance

    dinsdag 22 augustus 2017

    Strategy Espresso
    What a couple of weeks. In the two-week reporting period encompassed by this Strategy Espresso, equity market indices fell from all-time high levels and the VIX bounced sharply, twice, coming back

  • RPM Investments - Long Equities! Crisis Alpha?

    RPM Investments - Long Equities! Crisis Alpha?

    dinsdag 22 augustus 2017

    Key point: When an equity crisis sets in, CTAs are typically long equities and, thus, will suffer losses from this sector. These losses have historically been offset by profi ts in other sectors and after a week into a crisis period, CTAs have on

  • UBP - Synchronised global recovery as a support to risk assets

    UBP - Synchronised global recovery as a support to risk assets

    maandag 7 augustus 2017

    Global Tactical Asset Allocation 
    • Sustained and synchronised growth is in place around the world. • 2018 growth in developed countries is expected to stay close to 2%, while emerging growth should remain on t

  • UBS - Has the dollar fallen far enough for now?

    UBS - Has the dollar fallen far enough for now?

    dinsdag 22 augustus 2017

    UBS House view
    The US dollar has fallen a long way since reaching a 14-year trade-weighted high last December. From its peak, the currency has depreciated by around 9% (trade-weighted) amid fading expectations of fiscal stim

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

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

    dinsdag 22 augustus 2017

    On Radar
    Last week, flash estimates of GDP growth for 2Q confirmed strong economic momentum in many CEE countries. Solid economic performance in the CEE region has translated into higher tax collection – in Croatia, th

  • Abn Amro - Short EUR/SEK

    Abn Amro - Short EUR/SEK

    dinsdag 22 augustus 2017

    FX Convictions
    • Strong Swedish economy and inflation above 2% justify a change in monetary policy bias by the Riksbank… • …resulting in a higher Swedish krona • Meanwhile, a temporary weaker eur

  • Candriam - Wekelijkse inzichten Candriam

    Candriam - Wekelijkse inzichten Candriam

    dinsdag 22 augustus 2017

    Hoogtepunten
    • VS: Consumentenvertrouwen steeg tot hoogste punt in zeven maanden tijdenseerste helft van augustus. • Eurozone:Economischegroei bleef verbeteren met2,2 % groei over laatstetwaalf maanden. • Acti

  • JP Morgan - Weekly Market Recap

    JP Morgan - Weekly Market Recap

    dinsdag 22 augustus 2017

    The week in review
    • Retail sales rose +0.6% m/m • Empire mfg. survey rose to 25.2 • Housing starts fell to 1.155M saar • Jobless claims down to 232K • Industrial production +0.2% m/m • Phill

  • JP Morgan - Thought of the week

    JP Morgan - Thought of the week

    dinsdag 22 augustus 2017

    The Weekly Brief
    Eurozone growth continues to improve. In the second quarter, GDP increased by 2.2% year on year (y/y), the fastest pace since 2011, marking the 17th consecutive quarter of economic expansion. The most recent

  • Allianz - Strong economic growth in the first half of 2017

    Allianz - Strong economic growth in the first half of 2017

    dinsdag 22 augustus 2017

    The NewsLine
    Real gross domestic product (GDP) showed strong growth in both the first (+0.7%) and the second quarter (+0.6%) after adjustments to reflect seasonal and calendar effects. In annualized terms, this equates to ec

  • Barclays - A fresh look at the small cap effect

    Barclays - A fresh look at the small cap effect

    woensdag 23 augustus 2017

    The long debate about the small cap effect 
    The idea of a premium for investing in smaller companies has been around since at least the early 1980s. The common view is that small companies tend to be riskier (or we perc

  • Pine Bridge - New Potential in Preferreds: Expanding Income While Enhancing Risk/Reward

    Pine Bridge - New Potential in Preferreds: Expanding Income While Enhancing Risk/Reward

    dinsdag 22 augustus 2017

    Strategic, structural and yield spread opportunities have recently prompted investors to re-examine preferred securities. Even modest allocations to this often-overlooked asset class may help strengthen portfolio characteristics by adding a unique

  • RBC Global asset Mang - Portfolio Manager Perspectives

    RBC Global asset Mang - Portfolio Manager Perspectives

    dinsdag 22 augustus 2017

    BlueBay Emerging Market Debt Update 
    Financial markets were jolted from their August slumber by a dramatic increase in tension between the US and North Korea. President Kim Jong-un’s threatened strike on Guam, and

  • Edmond de Rothschild - Market Flash: A Short-Lived Rally

    Edmond de Rothschild - Market Flash: A Short-Lived Rally

    zaterdag 19 augustus 2017

    On the markets
    The week got off to a good start and markets rebounded as tensions between the US and North Korea abated. But the mood only lasted 3 days and it was the US once again that was responsible for worries resurfac

  • Erste Group - Week ahead | Macro, Fixed Income | Eurozone, US

    Erste Group - Week ahead | Macro, Fixed Income | Eurozone, US

    zaterdag 19 augustus 2017

    Week ahead
    • USA/Eurozone – Yellen and Draghi in Jackson Hole • Eurozone – industry sentiment expected to cool slightly in August 

  • Actiam - Actiam Weekly

    Actiam - Actiam Weekly

    vrijdag 18 augustus 2017

    Highlights
    •  Despite a strengthening global economy equity markets extend their summer slump. • Investors are concerned about the impact of yesterday’s terrorist attacks in Spain and the (in)ability of T

  • Voya - Working for the Labor Day Weekend

    Voya - Working for the Labor Day Weekend

    zaterdag 19 augustus 2017

    Talking Points
    • While August is typically a slower month in the loan market, primary market activity was enough to put some downward pressure on the secondary market this week, as managers made room for new issues. As a

  • Abn Amro - Regime shift

    Abn Amro - Regime shift

    zaterdag 19 augustus 2017

    Macro Weekly
    • Normalisation of monetary policy key uncertainty in period ahead • Odds of Trump not serving a full term are shortening • Stellar growth of the Dutch economy 

  • Research Affiliates - Cost and Capacity: Comparing Smart Beta Strategies

    Research Affiliates - Cost and Capacity: Comparing Smart Beta Strategies

    vrijdag 18 augustus 2017

    Key Points
    • Market impact trading costs arise from buying and selling securities at temporarily impacted prices during index rebalances. • These costs are not easily observed because they simultaneously occur in t

  • NN Investment Partners - The Korean known unknown

    NN Investment Partners - The Korean known unknown

    donderdag 17 augustus 2017

    HouseView 
    Breaking the ceiling or not will matter a lot… Over the past 6 years global growth (measured at PPP exchange rates) has bounced around in a pretty narrow range with a ceiling of roughly 3.5%. By contra

 

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