The coronavirus outbreak has led to a massive global demand shock. A plunge in economic activity, probably larger than a typical recession, has likely begun.
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.
The authors discuss sustainable investing, highlighting why there is not trade-off between a focus on sustainability and the maximisation of profit.
Global markets and multi-asset portfolios
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
A weekly review of global markets and multi-asset portfolios
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy