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
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