US Economy Health Check chart book
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This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
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.
Risks assets have delivered very strong performance in recent months, notwithstanding last week’s volatility. At the same time, global bonds have not meaningfully sold off in this otherwise risk-on environment.
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.
Guide to the Markets