Investors should consider policies could impact markets and the economy after of the 2020 election.
A pause in trade escalation is welcomed as it should allow the global economy to stabilize; however, investors shouldn’t assume trade tensions have gone away.
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.
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Recently updated with the latest available data, Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
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Updated quarterly, the Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
Concerns remain heightened around both the spread and the economic repercussions of the COVID-19 virus. We assess the gamechangers to the situation over the past week, and what it would take to stabilise markets.
The expected implications of coronavirus for short-term growth are creating challenges for EM currencies vs. the dollar. While there are a lot of unknowns, we still see opportunities.
US exceptionalism shows signs of re-emerging, adding to the pressure on the euro. Could this cause the currency to break out of its recent range?