Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
North America, Europe, Middle East, Africa, Central America, South America, and Asia
After broad-based equity gains in 2019, prices are more demanding. We see solid but unspectacular profits growth this year. Technology winners march on and we think financials, selected industrials, Europe and emerging markets offer relative appeal.
In evaluating climate risk in a potential equity investment, we consider both the physical aspects of climate change and the implications of the ongoing energy transition to a low carbon economy.