After a difficult period for returns in 2018, we are watching five issues that could shape markets in another potentially volatile year.
There has been significant progress in the Brexit negotiations in the last 48 hours. A withdrawal deal has been agreed between the UK and European Union (EU).
What is the catalyst that could translate reasonable fundamentals and attractive valuations into an emerging market (EM) debt recovery?
Last night a series of votes took place in the UK House of Commons. The purpose of the votes was to establish a potential way forward for the Brexit negotiations that could command the support of a majority of members of Parliament (MPs).
Fed reactions following the December FOMC meeting
Brexit: EU & UK reach divorce terms
Idiosyncratic stories in emerging markets are showing signs of improvement. Are tactical opportunities opening up, and what is the fundamental outlook for the sector as a whole?
The strength of the US economy is pushing rates higher, and the US dollar is following suit. But can this cyclical support for the currency continue, or will the structural headwinds prevail?
As we expected, MSCI has now formally decided to include China A-shares in its benchmark indices following its latest Market Classification Review, marking an important milestone for China’s international markets.
Market Bulletin BOE February 2019