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Markets

14DEC 2018

Outlooks 2019: Emerging markets debt relative

Markets

14DEC 2018

Outlooks 2019: Emerging markets debt relative

Emerging markets debt yields are at levels which rival reasonable forward expectations for equities in 2019. In our view, a true catalyst for additio…

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Markets

14DEC 2018

Outlook 2019: Emerging markets equities

Markets

14DEC 2018

Outlook 2019: Emerging markets equities

Key potential catalysts for emerging markets performance in 2019 are US dollar weakness, a better-than-expected outcome in US-China trade relations a…

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Markets

14DEC 2018

Brexit the top concern for UK end clients

A recent survey of UK financial advisers has exposed the depth of domestic investors’ Brexit concerns, while suggesting investment in UK equities cou…

Markets

13DEC 2018

Outlook 2019: Global credit

Valuations have become more attractive and fundamentals are reasonably positive. But a period of transition looms, with central bank support being wi…

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