Summing up the outlook for 2020, Schroders’ CIO thinks that superficially, overall market valuations look uninteresting. But dig a little deeper and there may be reasons for active investors to be enthusiastic about 2020.
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.
China’s bond markets are huge, but many foreign investors have little exposure. They are now opening up. Manu George explains the potential long-term opportunity for investors.
ESG is no longer a fringe concern for DC plans, but far from seeing it as a potential headache, we believe the right approach can improve long-term value and may also lower risk.
We look at whether investors are right to be wary of high yield bonds amid rising macroeconomic and geopolitical uncertainty.