It has been hard to comprehend negative yields in Germany, let alone Greece.
The US dollar has performed well, up more than 7% since the end of 2017, and continues to enjoy a number of supports.
Hard currency (HC) and local currency (LC) emerging market debt (EMD) have already delivered 13% and 10.3% this year respectively.
China has risen fast and accomplished much in 70 years of the People's Republic, but nothing rises smoothly.
Global manufacturing continues to contract as trade falters. The Trump administration’s attempts to overhaul trade agreements are cooling sentiment and raising global uncertainty.
An adage of equity investing during a US presidential election cycle is 'avoid healthcare'.
The European real estate investable universe is large, totalling some €2.5trn.
What do you do when one of the world’s oldest, highest quality markets is treated like a developing one?
Macroeconomic factors in Asia including the US-China trade war, Hong Kong’s political unrest and India tackling an economic slowdown, are likely to remain impediments to growth in 2020.
Most fixed income has performed well in 2019 aided by the change in outlook from many central banks around the world and the gross redemption yield (GRY) on many bonds have fallen to very low or negative levels.