EMEA Market Insights looks ahead to 2020 and considers what might be in store for global markets.
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.
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.
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.
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.
US Economy Health Check chart book
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Last Christmas, the markets gave investors a fright. This year, to save us from tears, the central banks gave us something special.
The UK population are returning to the polls, in a bid to resolve the Brexit impasse. Abundant uncertainties about the election result argue against significant positioning in sterling assets in either direction.
Key findings from the Multi-Asset Solutions Strategy Summit