The Bank of England (BoE) held its base rate of interest unchanged at 0.5% at its meeting today.
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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 Europe faces some of the macro challenges that have plagued Japan for the last 30 years, investors shouldn’t oversimplify and extrapolate into a dismal outlook for European stocks.
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As widely anticipated, Emmanuel Macron’s La Republique en Marche party has won an absolute majority in the French National Assembly after the second round of legislative elections on Sunday 18 June.
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
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.