CAPABILITIES
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ECB — one for the specialists
Andrew Mulliner, Portfolio Manager Global Bonds, shares his views on the outcome of today’s European Central Bank meeting, which as he explains was expected to be the hors d’oeuvre of the ECB’s policy review; in reality it was more akin to a notification that the ECB would be cooking dinner.
Diversified alternatives: Trade developments and interest rates hold keys to economy in 2020
John Fujiwara explains why a potential stock rotation and the shape of the yield curve are two themes meriting investors’ attention in 2020.
Should investors aim high in 2020?
Tom Ross, corporate credit portfolio manager, looks at the outlook for high yield bonds in 2020.