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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
Part of the political uncertainty which has been affecting Europe has been dispelled following the results of the first round of the French presidential elections. Opinion polls on the second round of elections, which will take place on May 7th, already place Macron, the leader of a pro-European party, as the next President of France. Equities perform better than fixed income in the current environment, with macro data, which continues to exceed expectations in Europe, providing support for the growth of corporate earnings for 2017, which is a welcome change after five years in which corporate earnings growth estimates have been gradually revised downwards. The discourse of the main central banks has changed towards a less expansionary approach, and this will progressively drive long-term interest rates upwards and will have a similar effect on zero and negative rates of return on European fixed income. Elena Serrano, of the Customer Strategy Division, explains the investment outlook for financial markets in May. For updated information on financial markets please visit our website: Sabadellinversor.com
06/02/2017February: investment perspectives for financial markets
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.
19/12/2016Investment perspectives for financial markets in 2017
In 2017, improved global economic growth perspectives will be juxtaposed by the reduced expansionary dynamism of central banks and expensive asset valuations. Whilst the United States will continue to raise the Fed funds rate, in Europe the European Central Bank will progressively scale back its asset purchasing programme throughout the year, in an environment in which the valuations of bonds and equity will be “expensive”. In this environment, the investment scenario will be characterised by moderate returns and high volatility. Antonio Saiz, Customer Strategy Manager, explains the investment perspectives for financial markets in 2017.