Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
How to enhance portfolio returns while limiting investment costs
How public pension funds can enhance portfolio returns while limiting investment costs
For investors peering into 2020, it is likely that U.S. monetary policy will remain on hold for the time being.
EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Investors were disappointedInvestors were disappointed that trade tensions re-escalated and the Fed viewed their actions as a ���mid-cycle adjustment".
A slowdown is coming sooner rather than later. Investor should remain cautiously optimistic to environment growth, with a bias on quality and eye on duration.
Trade barriers, once constructed, are not easy to remove and their implementation is likely provide a slower backdrop for financial market performance.