Markets, economy, stocks, growth, global, fixed income, international, asset classes
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.
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
Dovish central bank policy over 2019 pushed yields lower in fixed income markets, reigniting the hunt for yield.
Key findings from the Multi-Asset Solutions Strategy Summit
Environmental, Social and Governance (ESG) in Emerging Markets