The key themes to look out for
Significant discounts emerging
Still a good case for long-duration assets
The major boost to global equity markets this year has been the 180-degree policy U-turn by the Federal Reserve, from tightening to loosening interest rates, and from quantitative tightening to the renewed provision of liquidity to financial markets....
The world’s economies are at different stages in the business cycle.
According to latest Global Dividend Index report
Easing trade tensions and growing corporate earnings behind improved metrics
Survey uncovers 'bullish stance' on China