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What has already changed? Before this referendum, a new electoral law was approved, but it is still awaiting a final ruling from the Constitutional Court.
Reducing the carbon footprint of portfolios has become a must. Regulations are tightening, requiring investors to measure and publish the carbon footprint of their portfolios as well as their carbon reduction policy.
The past 10 years have seen bond yields consistently moving lower, and 2016 proved to be no exception.
December 5, 2016
Investors remained cautious before the Italian constitutional referendum on 4 December, which ended with a convincing “no” vote and a resignation of Prime Minister Matteo Renzi.
In the US, the non-farm payrolls increased by 178,000 in November, but data for September and October were revised to show a net 2,000 fewer jobs created than previously reported.
Slightly negative performance for European equities with the Stoxx 600 closing at 339, down by 0.90% for the week.
Bond curves steepened on the back of rising inflation expectations, mainly due to the OPEC agreement reached last week.
November 25, 2016
Attention focused on the US presidential elections last month. Corporate earnings were not as bad as expected, giving investors some hope that some regions like Europe could see further improvement.
November 16, 2016
While US equities have done relatively well so far this year, they lagged their peers in October on ongoing concerns about the likelihood of the Fed soon hiking its rates and on the related strong USD.
In an overall cautious global market environment, due to the increased probability of a December Fed hike, MSCI Emerging Markets was flat in October, outperforming developed market equities for the fifth month in a row, despite the strengthening Dollar and gradually rising US 10-year yields.
European equities did well in October as economic data were broadly stronger than expected and as investors anticipated the European Central Bank loosening and extending its bond-buying programme.
November 15, 2016
GDP growth in the first half of 2016 was on average 0.4% quarter-on-quarter. Growth has been driven by consumption, business investment and, more recently, by public expenditures.
October 21, 2016
Despite a weak start, US equities ended the month once again as good as unchanged.
In line with recent months, emerging markets outperformed in September. Besides a rising oil price, anticipating a possible OPEC production freeze, developed central banks were the main drivers behind market sentiment, with the Fed finally refraining from a September rate hike despite an earlier tightening indication.
European equity markets closed little changed this month, with the UK outperforming a notch, in the hope that the country would be able to face the consequences of Brexit.
In our January semi-annual outlook, we evoked the theme of deflation fears coming to an end. These fears have effectively receded since then.
Global Head of Economic Research
Head of Fundamental Europe Equity Management
Global Head of Sustainable and Responsible Investments
Head of Emerging Equity Management
Deputy Head of Fundamental Equity Management
Koen Van de Maele
Global Head of Investment Engineering
Head of Asset Allocation
Global Head of Fixed Income Management
Deputy Head of High Yield & Credit Arbitrage management
Head of High Yield & Credit Arbitrage management
Rudi Van den Eynde
Head of Thematic Global Equity
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