EMEA Market Insights looks ahead to 2020 and considers what might be in store for global markets.
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.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
A summary of the factors driving global markets over the last month.
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.
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
The outperformance of US stocks relative to European counterparts has been one of the defining characteristics of equity markets in the post-crisis period. This piece highlights how two sectors—technology and financials—have played a key role in driving
Themes from the quarterly Quantitative Beta Research Summit
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.