Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
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.
Just as headwinds from trade policy were beginning to dissipate, the outbreak of COVID-19 has pushed the global economy into recession.
We raised the probability of Recession to 55% after virus-induced shocks, oil prices’ collapse and violent market volatility. We are de-risking, adding very high quality duration, while expecting credit markets to cheapen and reserve currencies to do well
Global markets and multi-asset portfolios
Currency movements based onbrexit's outcome.
Factor investing through the cycle
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.