30 Sep 2017 HKT 14:31:55

           

           

Market Views (1.1)
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Market Views

You can find here our latest views on market events, economic trends and investment strategies – all designed to empower better investment decisions. You can access our intellectual capital anytime, anywhere.

What’s more? You can view our portfolio solutions related to various markets by clicking the View Equities Funds button or conduct a comprehensive fund search by clicking the Fund Search button.

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Equities
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MULTI-ASSET ALLOCATION
Equities
  • Equities

    US Equities (as of 04.09.2017)

    View
    Negative Neutral Positive

    Recent economic data has been uninspiring with weaker-than-expected jobs data casting some doubt over growth prospects. In addition, initial optimism for rapid policy changes under U.S. President Donald Trump’s new administration has faded. However, it is not all bad news. U.S. corporate investment has picked up, partly on the back of a renaissance in the shale oil industry. Moreover, the Federal Reserve Bank of Atlanta’s GDPNow report is signaling +3% growth in 3Q17, suggesting that the recent slowdown in the labor market is being offset by a pickup in productivity. As such, we still expect the U.S. Federal Reserve to initiate balance sheet reduction at the September Federal Open Market Committee meeting, but the lack of wage growth suggests that a December rate hike should not be taken as a given.

  • Equities

    Europe Equities

    View
    Negative Neutral Positive

    Recent economic data has been uninspiring with weaker-than-expected jobs data casting some doubt over growth prospects. In addition, initial optimism for rapid policy changes under U.S. President Donald Trump’s new administration has faded. However, it is not all bad news. U.S. corporate investment has picked up, partly on the back of a renaissance in the shale oil industry. Moreover, the Federal Reserve Bank of Atlanta’s GDPNow report is signaling +3% growth in 3Q17, suggesting that the recent slowdown in the labor market is being offset by a pickup in productivity. As such, we still expect the U.S. Federal Reserve to initiate balance sheet reduction at the September Federal Open Market Committee meeting, but the lack of wage growth suggests that a December rate hike should not be taken as a given.

  • Equities

    Asia Equities

    View
    Negative Neutral Positive

    Recent economic data has been uninspiring with weaker-than-expected jobs data casting some doubt over growth prospects. In addition, initial optimism for rapid policy changes under U.S. President Donald Trump’s new administration has faded. However, it is not all bad news. U.S. corporate investment has picked up, partly on the back of a renaissance in the shale oil industry. Moreover, the Federal Reserve Bank of Atlanta’s GDPNow report is signaling +3% growth in 3Q17, suggesting that the recent slowdown in the labor market is being offset by a pickup in productivity. As such, we still expect the U.S. Federal Reserve to initiate balance sheet reduction at the September Federal Open Market Committee meeting, but the lack of wage growth suggests that a December rate hike should not be taken as a given.

  • Equities

    US Equities (as of 04.09.2017)

    View
    Negative Neutral Positive

    Recent economic data has been uninspiring with weaker-than-expected jobs data casting some doubt over growth prospects. In addition, initial optimism for rapid policy changes under U.S. President Donald Trump’s new administration has faded. However, it is not all bad news. U.S. corporate investment has picked up, partly on the back of a renaissance in the shale oil industry. Moreover, the Federal Reserve Bank of Atlanta’s GDPNow report is signaling +3% growth in 3Q17, suggesting that the recent slowdown in the labor market is being offset by a pickup in productivity. As such, we still expect the U.S. Federal Reserve to initiate balance sheet reduction at the September Federal Open Market Committee meeting, but the lack of wage growth suggests that a December rate hike should not be taken as a given.

  • US Equities (as of 04.09.2017)

    Europe’s August Purchasing Managers’ Index (PMI) reading was much better than the composite developed market PMI reading, pointing to robust economic

    MORE >
  •  

    Europe Equities

    Europe’s August Purchasing Managers’ Index (PMI) reading was much better than the composite developed market PMI reading, pointing to robust economic

    MORE >
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  • In case of any fund distribution, there may be a time difference between updates of the cost and value of your holding, though this will not affect the actual return of your investment.

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