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Guide to the Markets
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
Michael discusses his forecast for 2020, which entails a modest recovery in global growth and profits after trade-war weakness in 2019.
Last Christmas, the markets gave investors a fright. This year, to save us from tears, the central banks gave us something special.
The authors discuss sustainable investing, highlighting why there is not trade-off between a focus on sustainability and the maximisation of profit.
Our Market Insight teamtake a look at the political event of 2020 and how the US election may affect financial markets and what could it mean for all of us.