J.P. Morgan Asset Management
De Fixed Income Award ging op 1 februari 2022 naar J.P. Morgan Asset Management met het rapport ‘Global Asset Allocation Views’. Eerder ontvingen zij al een award in: 2016, 2017, 2018 en 2021.
Geleidelijke stijging rendementen
Global Asset Allocation Views – Q1 2022: door J.P. Morgan Asset Management winnaar Fixed Income wordt er binnen vast renderende …
We continue to expect above-trend global growth
Global Asset Allocation Views – Q1 2022: We continue to expect above-trend global growth in 2022, with …
Further upside for equity earnings
Global Asset Allocation Views – Q4 2021: We continue to expect above-trend growth through the end of 2022 and see …
Economic activity is surging
Global Asset Allocation Views – Q3 2021: Base effects, supply-chain disruption and the impact of fiscal stimulus have combined to push…
To the front of the queue of potential risks
Global Fixed Income Views – Q2 2021: The risk is that persistently rising inflation becomes a…
Confidence in the economic outlook is strong
Global Asset Allocation Views – Q2 2021: Regions such as Europe that are likely at peak pessimism now over vaccine delays seem…
Pro-risk tilt in multi-asset portfolios
Global Asset Allocation Views – 1Q 2021: The global recovery is set to broaden out, with 2021 likely to see growth above…
Nieuwsbrief
Alpha Research
Alpha Research is hét onafhankelijk onderzoeksbureau voor de professionele belegger.