February: investment perspectives for financial markets
Video published on 06/02/2017
Risk assets which are the most closely linked to the economic cycle have performed excellently in the closing months of 2016, due to expectations of an aggressive fiscal stimulus by the new American administration. With regard to macro data, it has improved as the year progressed, which, together with the upturn in oil prices, has driven inflation upwards and fears of a deflationary scenario have been allayed. Political uncertainty in an environment of expensive asset valuations could lead to new periods of volatility, for which reason we continue to recommend investing prudently, with long-term diversified portfolios. Elena Serrano, Customer Strategy Management of Banco de Sabadell, presents this video on investment perspectives for financial markets in 2017. For more information on the current status of financial markets please visit our “Sabadell Investor” website.
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09/04/2018April: investment perspectives for financial markets
Stock markets have continued to show declines in the last month, while fixed income and gold have acted as defensive assets. Good, but less dynamic confidence data, the political risks deriving from the protectionist policies that could trigger a trade war between the United States and China and, lastly, the normalisation of monetary policy by the principal central banks, are the main risks. Expensive valuations will lead to lower returns and greater volatility. Gabriel Noguera, from the Customer Strategy Department, presents the investment perspectives for April in this video. You can keep up to date with the latest financial markets news on the "Sabadell Inversor" website.
08/03/2018March: investment perspectives for financial markets
In the first weeks of February the stock markets have undergone a strong correction after the best start to the year in the last 25 years, which had led to investors becoming excessively optimistic. One of the reasons behind this correction is the abrupt rise in long-term interest rates, supported by solid and better-than-expected activity and inflation data, which is why investors have anticipated more aggressive rises in reference rates. As a result, the market is at better levels for a scenario of economic strength to play out, with contained inflation and rising rates. Federico Servetto, from the Customer Strategy Department, presents the investment perspectives for March in this video. You can keep up to date with the latest financial markets news on the "Sabadell Inversor" website.
01/02/2018February: investment outlooks for financial markets
In January, financial markets have continued in the same vein as 2017. While the appreciation of the euro has accelerated, stock markets have continued to show positive returns in contrast with the weakness of fixed income, thus contributing to global economic strength. In terms of regions, the euro zone particularly stands out, with economic data consistently beating expectations for almost 500 days. Given these positive data, the market expects the European Central Bank to open the door to ... Elena Serrano, of the Customer Strategy Division, presents in this video the investment outlooks for February 2018. To keep up to date with the latest information on financial markets please visit SabadellInversor.com
27/10/2017November: investment perspectives for financial markets
Equities continue to show a better performance than fixed income due to the solid data of global business confidence, especially in United States, where the business confidence has reached high levels, only reached5 times since 1975. In addition, the new fiscal reform proposal in the United States and the release of third-quarter business results will continue being a support for equity markets, as earnings are expected to continue surprising positively. However, central banks less dynamic in their monetary policies and asset valuations at expensive levels suggest to invest in ... Antonio Martos, Customer Strategy Division, presents in this video the investment perspectives for November. For updated information on financial markets please visit Sabadell Inversor.
08/05/2017May: investment perspectives for financial markets