As we think about 2020, the biggest concern in emerging markets (EM) revolves around the contagion risks linked to US-China trade negotiations and possible knock-on effects of a divisive US election year.
Manager increases funds' sterling weighting
First Budget following Tories' landslide election win
UK must have scope to amend own rules
Why Ikea store closure will not flatten market
'Expectations for UK GDP data were already low'
An interesting side effect of labelling oneself a contrarian investor is that many observers expect a constant stream of non-consensual thoughts and portfolio positions.
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2019 proved to be a strong year for equity investors.
Already deployed by LGIM on behalf of a UK-based pension fund
Three reasons why payments 'status quo' will not last
Underweight GBP and EUR
AJ Bell says constant speculation 'damaging confidence' in the system
Major indices rocked by growing threat of pandemic
The evolution of asset management since 1995
At the start of 2020, there are grounds for investors to be optimistic.
Predicts virus will be contained in March
In the US, one exciting opportunity is in sustainable packaging, where volumes are moving meaningfully toward aluminium, which is infinitely recyclable and should have a lower overall life cycle impact compared to plastic.
Celebrating 25 years of success
Heightened volatility here to stay
Dear CEO letter
Leading figures speak candidly to IW
2019 was marked by US dollar appreciation
Nearly £15bn lost in AUM - and low investor confidence to blame