2019 marked the end of a strong decade for financial markets and a year that punctuates many of the same themes of the decade: US equities outperforming international equities, growth outperforming value and ongoing historically low global interest rates....
Following a strong showing in 2019, we expect Asia's fixed income markets to benefit from supportive investor sentiment as underlying economic growth in the region stabilises in 2020.
Japanese stocks appear to be vulnerable to a multitude of risks.
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?
Many investors are worried about the potential impact of the coronavirus. Only one case has been reported in Japan so far, though the authorities have quarantined a cruise ship with affected passengers on board.
In a world of slow yet steady, non-inflationary economic growth, interest rates are likely to remain at relatively low levels over the medium term.
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.
Last year's contraction of manufacturing and industrial output was the third of the current economic cycle, influenced by dollar strength, the trade war, and the impact of strikes at General Motors and the grounding of the Boeing 737 Max.
While valuations in emerging bond markets may look fairer after solid performance in 2019, we believe various factors remain supportive to the outlook.
Regardless of your home country, there are only a handful of words across the globe that can elicit a visceral response when spoken among polite company.
Sentiment towards the UK has improved following December's General Election result, but we believe equity income investors need to tread carefully in 2020.
The UK economy ended 2019 in stagnation, under pressure from political uncertainty and a global economic slowdown.
After the strong end to 2019 where the 'Boris bounce' led the FTSE All-Share up roughly 6% in December alone, the start of 2020 has found markets in a more cautious mood.
Despite investor expectations to the contrary, 2019 proved to be a remarkable year for equity investors, with MSCI World's 28% annual return being the second highest in 30 years.
'Smart Water' is a trend that is taking hold in the water industry, and momentum is building.
After some volatility during the summer, Q4 2019 added to the rising tide experienced by European equity markets since the dip in late 2018.
We are 11 years into one of the greatest stockmarket upswings in history, yet the joy has not been evenly spread.
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.
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.
2019 proved to be a strong year for equity investors.
Equities, bonds, gold, even Bitcoin, along with a range of other assets, have chalked up big gains since the US Federal Reserve made a sharp policy U-turn by cutting interest rates in response to slowing economy last autumn
2020 could be momentous for the UK index linked gilt market – and not in a good way.
At the start of 2020, there are grounds for investors to be optimistic.