EMEA Market Insights looks ahead to 2020 and considers what might be in store for global markets.
The investment landscape is changing as savers and governments place greater scrutiny on environmental, social and governance (ESG) factors. In this piece we highlight the driving forces and discuss the ways in which investors can include ESG factors
The results of the US midterm elections were largely in line with expectations, with one important wrinkle.
THE INVESTMENT OUTLOOK FOR 2019: MID-YEAR UPDATE
This paper discusses the evolution of China’s economic policy after the 19th National Party Congress and how it impacts our view on Chinese equities.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Article discussing how low growth, low yield environments are good for equity income investing.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Article examining the economic effects and investment implications of the US fiscal cliff agreement