We expect a return to a more normal market environment in which individual stock-specific factors are the primary driver of long-term stock price returns.
Stock market volatility is likely to increase and stock selection will become more important, as global uncertainty continues and the US bull market shows early signs of exhaustion.
The global economy should perform better in 2020, underpinned by a US-China trade truce and lower interest rates, Schroders’ chief economist Keith Wade explains.
With the US formally withdrawing from the Paris Agreement, we look at two more encouraging developments we expect from COP25 and why we’re optimistic about climate-engaged companies.
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