This piece explores key themes from our Guide to the Markets, providing timely economic and investment insight.
Start the week off right with this one-page snapshot of headlines and market performance.
In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.
In 2020, the hunt for yield is likely to continue.
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.
With sentiment showing signs of improvement following recent macro data releases, is now the right time to build risk in portfolios?
Armageddonists and the portfolio cost of fear, 2010-2019