Market views

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Markets

13DEC 2019

What does the Conservatives’ victory mean for the UK economy and markets?

The large majority for Boris Johnson’s Conservative party sees the pound and UK shares react positively, as investors welcome greater clarity on the policy backdrop.

Markets

10DEC 2019

Markets

10DEC 2019

2019

DECEMBER

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.

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".

04DEC 2019

Markets

Outlook 2020: Global bonds

Could US dollar weakness grease the wheels of global growth in 2020?

04DEC 2019

Markets

Outlook 2020: Securitised credit

Signs of consumer stress mean securitised credit investors should be especially alert to quality and liquidity in the coming year.

03DEC 2019

Markets

Outlook 2020: European equities

Stocks that are sensitive to the economic cycle may offer opportunities as investors start to focus on the recovery ahead.