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.
Daily comprehensive market and economic trends through clear and compelling charts.
Start the week off right with this one-page snapshot of headlines and market performance.
Optimism about a U.S.-China trade deal, and data releases suggesting recent global industrial weakness may have bottomed, lifted risk assets in November.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
With sentiment showing signs of improvement following recent macro data releases, is now the right time to build risk in portfolios?
Investment strategies for a late-cycle environment
What would a Conservative government mean for sterling?
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.
As a recovery in macro data produces glimmers of hope for the global economy, we question whether there is any value buying risk assets heading into the final month of the year, or if the market first needs more clarity on a trade deal to price in its con