We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.
Discover the latest reactions from global markets to the US China trade war. Tariff hikes and escalated tensions prove concerning for global expansion.
While no deal is not the most likely scenario in our view, the risks are rising. The UK outlook is binary. A Brexit deal could see sterling bounce to 1.40 against the dollar, but no deal on 31 October could see a further slump to 1.10.
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
Themes from the quarterly Quantitative Beta Research Summit