FN Marktrapporten

FN Marktrapporten is een service voor de betalende abonnees van Fondsnieuws. De dienst geeft toegang tot de database met research van meer dan 45 asset managers. Dagelijks wordt vroeg in de ochtend in een aparte e-mail een overzicht toegestuurd van alle nieuwe researchrapporten. Deze e-mail dienst heet de Morning Call.

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BNY Mellon

Welcome to BNY Mellon Investment Management’s
new quarterly Economics and Investment Outlook. In
this document we take the reader from international macroeconomic analysis, through capital markets and asset pricing into broad investment conclusions.


Last year was one that many investors in Asian bonds might like to forget. The Bloomberg JPMorgan Asia Dollar Index was 4% weaker, the benchmark J.P. Morgan Asia Credit Index (JACI) was down 0.77% overall, and the noninvestment grade portion of that index posted a return of -3.20%.

Other research

Consensus expectations for emerging and developed economy growth have been revised lower, but we see limited evidence to suggest the global or US economy is heading toward recession in the near term. Investors may need patience as we transition toward slower growth in this mature phase of the expansion.