Navigating markets in a post-Trump, post-Covid world
What does 2021 have in store for the precious metal?
Weighing up the pros and cons of investing in Beijing
Countries and sectors also driven by divison
Will growth continue despite US trade war?
Race to the White House hots up
Picking apart five potential scenarios
Taking flight in an era of protectionism
China trade conflict could escalate
'Choppy market conditions' ahead
Negative rates will drive investment outcomes for a “protracted period” as the world adapts and responds to the Covid-19 crisis, according to Robeco.
Will some sectors sink or swim?
Polls and politics mean no respite for investors
Rising from generations of socio-political instability
Key themes to look out for beyond Q2
How Washington has an edge over Beijing
Fund Manager of the Year Awards: Winner's interview with the Eaton Vance Emerging Markets Local Income team
Winner of the Bonds: Emerging Market Debt Award
Gold miners offer best access
Managing rising costs amid myriad macro risks
Crude futures seesaw between negative territory and recovery
What lies ahead in 2020? Will the US economy tip into recession or accelerate? Will Brexit make or break the UK and its erstwhile partners in Europe?
It is shaping up to be an eventful year for investors with January alone presenting two unforeseen events – an escalation in US-Iran tensions and fears about the impact of the coronavirus outbreak.
Asian equity markets have underperformed developed markets since around the taper tantrum in 2013, driven partly by monetary policy and tax cuts in the US and partly by investors’ caution on Asia.
While valuations in emerging bond markets may look fairer after solid performance in 2019, we believe various factors remain supportive to the outlook.