Perspective

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Markets

11DEC 2019

Outlook 2020: Private equity

As headwinds build for traditional assets, we expect private equity to attract more new capital in 2020, but there are some pockets with high valuations where investors should be careful.

Markets

10DEC 2019

Markets

10DEC 2019

2019

DECEMBER

10DEC 2019

Markets

Climate disruption: the new normal

As signatories to the Paris Agreement gather in Madrid, we look back at the climate "super year" of 2019 and examine what investors should look out for in the years to come.

09DEC 2019

Markets

Outlook 2020: Emerging market equities

Why there is reason to be optimistic on the outlook for emerging market equities in 2020.

09DEC 2019

Markets

Outlook 2020: Emerging market debt absolute return

The balance of risk and reward remains attractive in several high yielding EM local debt markets, while EM currencies are well positioned for a strong recovery in 2020.

09DEC 2019

Markets

Outlook 2020: Emerging markets debt relative

The 2020 outlook for emerging market debt (EMD) remains positive, with fundamentals broadly supportive. Should the US dollar depreciate, the upside for local EMD looks particularly attractive.

06DEC 2019

Markets

Outlook 2020: Income

Income seekers may need to adjust their expectations and be prepared to invest for longer and spread their investments more.

06DEC 2019

Markets

Outlook 2020: Sustainability

2020 looks set to see climate change become more widely recognised as an investment issue, creating an opportunity for active managers.

06DEC 2019

Markets

Outlook 2020: European commercial real estate

Parts of European commercial real estate look challenged in 2020, but opportunities can still be found, especially in "winning cities".