Guide to the Markets – Daily Update
Daily comprehensive market and economic trends through clear and compelling charts.
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Weekly Bond Bulletin: Emerging opportunities
Emerging market debt has done well in 2019. Fundamentals for 2020 look reasonable and we see some opportunities, but risks persist, meaning a selective approach appears warranted.
1Q20 Global Asset Allocation Views
This year was dominated by trade tension, weak manufacturing and a sharp dovish shift in monetary policy. In 2020, we anticipate that headwinds from trade and manufacturing dissipate while policy will remain accommodative;