Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Our 2020 Global Alternatives Outlook (PDF) has ideas to help you navigate this shifting investment landscape in the upcoming 12- to 18-months.
Michael discusses his forecast for 2020, which entails a modest recovery in global growth and profits after trade-war weakness in 2019.
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.