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Investment Outlook 2020
What are the most pressing issues facing investors globally and how will they evolve in the year ahead? Our asset class heads provide their views on the investment themes to watch in 2020.
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Coronavirus contagion concerns
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan Novel Coronavirus from a purely asset allocation perspective.
Brexit day: shift gets real
As the UK’s membership of the EU officially ends, Paul O’Connor, Head of the UK Multi-Asset Team, takes a pragmatic look at the next steps in the Brexit process, and considers what that might mean for investors.
Fed watch: remaining accommodative
Co-Head of Global Bonds Nick Maroutsos discusses why he believes the Fed’s decision to leave rates unchanged at its January meeting should support the positive environment for stock and bond markets in 2020 and why – should markets slip – the Fed will rush to catch their fall.
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.
UK election reaction: continuity and change
Paul O’Connor, Head of the UK Multi-Asset Team, gives his reaction to the UK election result and what it means for the Brexit process.
Quick view: clarity for Christmas
Bethany Payne and Andrew Mulliner, Portfolio Managers within the Global Bonds Team, give their reaction to the UK election result in which the Conservatives took a meaningful majority.
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Investors possibly ill-positioned for continued market rotation
Investors may not be sufficiently considering the prospects of a steadying US economy and a potential rise in inflation.
A hawkish rate cut
A pause after October’s rate cut in the US may make sense in the short term, but greater accommodation may be necessary over the long haul.
Draghi: whatever he could
Oliver Blackbourn, a portfolio manager on the UK-based Multi-Asset Team, comments on the imminent departure of Mario Draghi’s as ECB leader on 31 October 2019, as the ECB itself potentially reaches the limits of what it can achieve using the levers of monetary policy.
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Fed leaves market with cliffhanger
The US Federal Reserve lowered its benchmark rate at its September meeting, but is divided about whether further cuts will be needed this year. Co-Head of Global Bonds, Nick Maroutsos, says the stance creates uncertainty for investors and ignores structural challenges in the global economy.
Growth Slowing, but Precipitous Drop Unlikely
Although the current economic expansion is aging, leading indicators do not indicate a sharp contraction.
Growth Slowing, but Precipitous Drop Unlikely
Although the current economic expansion is aging, leading indicators do not indicate a sharp contraction. What could that mean for equity investors? Director of Research Carmel Wellso explains.