Perspectives

Highlight

10DÉC. 2019

Outlook 2020: China equities

Why we think China’s economy will stabilise in 2020, which areas of the economy will drive growth, and where we see opportunities.

06DÉC. 2019

2019

DÉCEMBRE

06DÉC. 2019

Outlook 2020: Sustainability

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

06DÉC. 2019

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".

05DÉC. 2019

Outlook 2020: UK equities

With valuations at extreme levels, Sue Noffke and Andy Brough explain how they’re looking at the UK stock market heading into 2020.

04DÉC. 2019

Outlook 2020: Global bonds

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

03DÉC. 2019

Outlook 2020: European equities

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

03DÉC. 2019

Outlook 2020: US equities

The ongoing squeeze on profit margins will continue, with higher labour costs and the ongoing US-China trade war the main economic headwinds in 2020.

03DÉC. 2019

Outlook 2020: Global equities

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.