The investment landscape is changing as savers and governments place greater scrutiny on environmental, social and governance (ESG) factors. In this piece we highlight the driving forces and discuss the ways in which investors can include ESG factors
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.
THE INVESTMENT OUTLOOK FOR 2019: MID-YEAR UPDATE
This is close to being the longest economic expansion on record. Nobody knows exactly when it will end, so it’s worth considering what investments could rise in value when equities and other risk assets fall during the next downturn.
US Economy Health Check chart book
In January 2018, the performance of the US dollar significantly diverged from relative rate spreads. This divergent performance was unusual when viewed from a historical perspective, but has reoccurred again, albeit to a lesser extent, in recent weeks.
There has been significant progress in the Brexit negotiations in the last 48 hours. A withdrawal deal has been agreed between the UK and European Union (EU).
The UK economic and equity landscape post-Brexit
Just as headwinds from trade policy were beginning to dissipate, the outbreak of COVID-19 has pushed the global economy into recession.