J.P. Morgan Asset Management

De Overall Award ging op 2 februari 2021 naar J.P. Morgan Asset Management met het rapport ‘Global Asset Allocation Views’. Eerder ontvingen zij al Awards in: 2016, 2017 en 2018.

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

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Alpha Research

Alpha Research is het onafhankelijk onderzoeksbureau voor de professionele belegger gevestigd in het historisch centrum van Delft.