Guide to the Markets
Our Market Insight teamtake a look at the political event of 2020 and how the US election may affect financial markets and what could it mean for all of us.
Last Christmas, the markets gave investors a fright. This year, to save us from tears, the central banks gave us something special.
Disappointing UK data releases have raised the prospect of an interest rate cut when the Bank of England meet at the end of the month.
US Economy Health Check chart book
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
This should be a supportive environment for emerging market (EM) currencies, as we highlighted in our most recent investment quarterly. A slow start to the year does not alter our positive view.
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.
Rising tension between the US and Iran has become the first focal point for markets in 2020. Do the latest developments alter the macro outlook and how are markets pricing geopolitical risk?
Long-Term Capital Market Assumptions currency matrix for the Brazilian Real