Markets, economy, stocks, growth, global, fixed income, international, asset classes
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Implications for insurance capital requirements
Brexit uncertainty is not over. But that wasn’t the only thing holding back UK stocks, and investors could be tempted back to the market.
EURUSD should be rangebound
Dovish central bank policy over 2019 pushed yields lower in fixed income markets, reigniting the hunt for yield.
Environmental, Social and Governance (ESG) in Emerging Markets
We cut the chances of recession to 25% after a thaw in the trade war and a year of rate cuts; our forecast is for sub trend growth. Favored sectors include emerging market local currency debt and higher rated short-duration securitized credit.