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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.
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.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
We expect another positive year for emerging market debt in 2020, with base case expectations of about 8% returns for emerging market hard currency, and 11% for emerging market local currency.
US Economy Health Check chart book
Accommodative central banks and strong investor demand continue to support global fixed income. How long can this positive environment endure and what could trigger a reversal in sentiment?
Despite a challenging economic environment, emerging Asia equities posted solid returns in 2019. This unusual divergence is likely to end this year amid a more upbeat economic outlook for the region.
US business surveys have been painting an unclear picture recently.