Dovish central bank policy over 2019 pushed yields lower in fixed income markets, reigniting the hunt for yield.
Answers to questions on the coronavirus, US megacap stocks, the cost of Democratic Healthcare plans, the Iowa caucus and the problem with the student loan system.
Despite the Swiss National Bank (SNB) continued to characterise the Swiss franc as highly valued, we suggest that any overvaluation may be illusory.
The general public, especially in Asia, is understandably anxious about the latest coronavirus outbreak that originated in Wuhan, China.
Themes from the quarterly Quantitative Beta Research Summit
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.
Michael discusses his forecast for 2020, which entails a modest recovery in global growth and profits after trade-war weakness in 2019.
Our 2020 Global Alternatives Outlook (PDF) has ideas to help you navigate this shifting investment landscape in the upcoming 12- to 18-months.
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.
What would a Conservative government mean for sterlingMarket misconceptions on Scandinavian currencies