March: investment perspectives for financial markets

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.

14/11/2018

Over the past month, equities have fallen sharply as a result of US interest rate hikes, global political tensions and the slowdown in leading activity indicators. In this investment environment, characterised by slowly tightening financial conditions and expensive valuations, the probability of experiencing episodes of higher volatility is increasingly ...Federico Servetto, from the Customer Strategy Department, presents the investment outlooks for November in this video. You can keep up to date with the latest financial markets news on the "Sabadell Inversor.com" website.

03/10/2018

Markets seem to be stabilising after the decline in emerging assets during the summer. Only a handful of assets are reaching positive returns so far this year, and only the American stock market stands out above the rest. The United States continues to apply tariffs to Chinese products, already applying tariffs to more than 50% of Chinese imports. China has retaliated by applying more tariffs to American products. Trade tensions between these two countries have led the OECD to slightly revise global growth forecasts for 2018 and 2019 downwards, although confidence data continue to point towards a positive economic outlook. Gabriel Noguera, from the Customer Strategy Department, presents the investment outlooks for October in this video. You can keep up to date with the latest financial markets news on the "Sabadell Inversor.com" website.