EMEA Market Insights looks ahead to 2020 and considers what might be in store for global markets.
CIO Perspectives: Healthcare investment approaches and enterprise-level considerations
Recent data releases tentatively point to a recovery in the manufacturing sectors of the major economies.
A series of loosening signals from China’s central bank in recent weeks point to an incrementally more dovish policy stance, supporting market sentiment.
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?
Environmental, Social and Governance (ESG) in Emerging Markets
A summary of the factors driving global markets over the last month.
Key findings from the Multi-Asset Solutions Strategy Summit
US Economy Health Check chart book