fund manager views

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.

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.

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.

Europe's stockmarkets are on average up more than 20% this year.

Passive equity products have become popular over the past decade as it has become easier and cheaper to track the performance of an index.

The world’s economies are at different stages in the business cycle.

Financial technology (fintech) is fuelling a cycle of disruption in the financial services industry.

One of the more important developments in markets since the late 1990s has been the emergence of a negative stock-bond price correlation.

The US dollar has performed well, up more than 7% since the end of 2017, and continues to enjoy a number of supports.