July: investment outlooks for financial markets

11/10/2019

Stock markets continue to perform well, boosted by the new liquidity injected by major central banks, which has allowed them to recover the ground lost over the summer and, in the case of European equities, has helped them reach their highest levels this year. Political aspects, central banks, the trade war, Brexit and tensions in the Middle East have all had an impact on market performance. This makes it essential to invest in the long-term, in order to weather the fluctuations caused by such news. In the past month, the European Central Bank has announced its new economic stimulus packages and the Fed has once again cut its interest rate, in order to... Gabriel Noguera, of the Customer Strategy Division, explains the investment outlook for October 2019. For up-to-date information on financial markets please visit “Sabadell Inversor.com”

17/09/2019

Stock markets have stabilised and recovered some of the ground lost in August thanks to the intervention of central banks, which have cushioned the effects of the political noise caused by escalating trade tensions between the US and China and the increased uncertainty around the outcome of Brexit. Diversification has once again proven to be the most appropriate investment strategy. More defensive assets, such as government bonds and gold, have performed extremely well, and diversified portfolios have therefore avoided the brunt of negative movements in equities. The upcoming meetings of the main central banks in September will be crucial for markets, since... Federico Servetto, head of Customer Strategy, presents the investment outlooks for September 2019 in this video. You can keep up to date with the latest financial markets news on the "Sabadell Inversor.com" website.

05/07/2019

Markets welcome the confirmation that central banks will resume monetary stimulus measures, with the possibility of interest rate cuts and new asset purchase programmes, in order to mitigate the potential effects of trade tensions on the economy. Equities have rebounded, while interest rates are at their lowest-ever level, as observed in the case of Spanish 10-year government bonds. New stimulus measures will be a supporting factor for markets, as... Gabriel Noguera, of the Customer Strategy Division, presents the investment outlook for July 2019. You can keep up to date with the latest financial markets news on the "Sabadell Inversor.com" website.

09/06/2019

13/05/2019

29/04/2019

11/03/2019

The excellent performance seen since the beginning of the year continues for the majority of assets. This positive performance is supported by the Fed’s pause in its interest rate hikes and by the expansionary policies carried out in China. However, leading economic data continue to show a less dynamic performance, which is already negatively affecting certain real economy data. It will be important to pay close attention to upcoming events, such as Brexit negotiations, the development of trade relations between the US and China and comments made by major central banks and in this environment it will be necessary to invest...

15/02/2019

In the past month, markets have recovered some of the ground lost during the last months of 2018. Both risky and defensive assets have performed well. Central banks are being more cautious when normalising their interest rates and the US and China have adopted a more positive tone in their trade negotiations. These factors have contributed to the recovery of markets.

31/12/2018

By 2019, the slowdown in leading indicators indicates less dynamic economic activity in an environment where the upward trend in interest rates is globalised. The increase in interest rates will tighten funding conditions in a context where the valuation of assets offers little room for protection, and an increase in market volatility is foreseeable. . We are entering an advanced phase of the investment cycle. Without the support of liquidity, markets face a more complicated environment. Long-term investment in diversified portfolios will be key. Antonio Saiz, Customer Strategy Department director, presents the investment outlooks for 2019 in this video. You can keep up to date with the latest financial markets news on the "Sabadell Inversor.com" website.