The authors discuss sustainable investing, highlighting why there is not trade-off between a focus on sustainability and the maximisation of profit.
After global earnings growth ground to a halt in 2019, we expect a modest recovery this year—a key element of our positive view on equities as an asset class.
Guide to the Markets
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Disappointing UK data releases have raised the prospect of an interest rate cut when the Bank of England meet at the end of the month.
Last Christmas, the markets gave investors a fright. This year, to save us from tears, the central banks gave us something special.
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.