Japanese equities have been sensitive to weaker global industrial demand over the past 12 months, but we expect the earnings impact from the ongoing slowdown to bottom out by the end of this fiscal year.

The auto sector and credit markets have long had a love-hate relationship.

The key themes to look out for

Saudi Arabia's successful 'Future Investment Initiative' ('Davos in the desert') last month and the much-anticipated listing of Aramco have reminded us of the potential of the Gulf region for investors.

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Recognising the next generation of influential UK investors

Four factors may work as catalysts in 2020

North American equity markets have rewarded investors in 2019 and are at or near all-time highs.

Fundamental versus relative value

2019 has been a stellar year for global bond markets, as weak global economic growth and low inflation have combined with ever more accommodative central banks to push global bond yields significantly lower.