Market Bulletin Fed December 2018
Environmental, Social and Governance (ESG) in Emerging Markets
With Mexico the latest target of Washington’s tariff tactics, trade tensions are clearly escalating, not subsiding. Could this be the final straw to push the Federal Reserve to cut rates?
China’s monetary and fiscal efforts to manoeuvre a soft landing and cope with pressure from increased trade tensions are beginning to pay off. What are the broader implications?
A relatively benign G20 summit and expectations for easier financial conditions ahead have boosted demand for emerging market debt. However, areas of value can still be found.
Dovish central banks have the potential to extend the cycle—and therefore the positive environment for credit. Despite the strong performance year to date, we see opportunities for selective investors.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
An already accommodative European Central Bank (ECB) surprised markets with an even more dovish stance at its 7 March meeting—positive news for European credit.
The 2019 rally is underpinned by progress on the fundamental issues that rattled markets at the back end of last year. But given the strength of the rebound, how much longer can it continue?
The rise in support for populist parties in the European elections has done nothing for the popularity of European risk assets. Should investors ditch Europe, or does this represent a buying opportunity?