EMEA Market Insights looks ahead to 2020 and considers what might be in store for global markets.
US Economy Health Check chart book
Optimism about a U.S.-China trade deal, and data releases suggesting recent global industrial weakness may have bottomed, lifted risk assets in November.
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.
Given our view that the global economy is just as likely to contract as expand over the next three-to-six months, is it now time to position fixed income portfolios more defensively?
A summary of the factors driving global markets over the last month.
Environmental, Social and Governance (ESG) in Emerging Markets
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Key findings from the Multi-Asset Solutions Strategy Summit
The outperformance of US stocks relative to European counterparts has been one of the defining characteristics of equity markets in the post-crisis period. This piece highlights how two sectors—technology and financials—have played a key role in driving