US Economy Health Check chart book
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
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.
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.
A summary of the factors driving global markets over the last month.
Dovish central bank policy over 2019 pushed yields lower in fixed income markets, reigniting the hunt for yield.
Key findings from the Multi-Asset Solutions Strategy Summit
EMEA Market Insights looks ahead to 2020 and considers what might be in store for global markets.