Markets, economy, stocks, growth, global, fixed income, international, asset classes
Last year, buybacks were all the rage; this year, the pace of share repurchases has slowed, but the pace of mergers and acquisitions (M&A) has accelerated.
In 2020, the hunt for yield is likely to continue.
With little room for the unemployment rate to fall lower, many economists are growing increasingly concerned with the availability of labor supply and, the prospects for near-term economic growth.
The Armageddonists and the price of fame.
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.