EMEA Market Insights looks ahead to 2020 and considers what might be in store for global markets.
Investment grade and high yield credit in emerging markets have delivered divergent performance over the summer. Could this trend reverse, or is investor caution warranted in the high yield space?
Optimism about a U.S.-China trade deal, and data releases suggesting recent global industrial weakness may have bottomed, lifted risk assets in November.
Incorporating Environmental, Social & Governance
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.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Environmental, Social and Governance (ESG) in Emerging Markets
Key findings from the Multi-Asset Solutions Strategy Summit