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.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
The performance of the US dollar significantly diverged from relative rate spreads
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
The potential political, macro and credit risks insurers may want to address in 2019.
Market sentiment towards the Chinese currency has shifted significantly
Full 62-page report with analysis of all asset classes.
What to expect in the next 15 years.