MARKET GPS
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.
ANALYSES
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Coronavirus: does it change the outlook for Chinese equities?
Charlie Awdry, China equities portfolio manager, shares his views on the current coronavirus outbreak, its impact and the implications for portfolio positioning.
UK economic weakness masked by government spending surge
UK GDP grew by a slightly firmer than expected 1.4% in 2019 as a whole but the expenditure breakdown gives little cause for celebration.
OECD leading indicators: fade the pick-up
The OECD’s leading indicators continued to recover in December but the signal should be discounted.
Investing in real estate: Spotify or cassette tape?
Guy Barnard and Greg Kuhl from the Global Property Equities Team, highlight the increasing importance of ‘non-core’ property sectors within an evolving real estate landscape.
Investissements immobiliers : Spotify ou cassette audio ?
Guy Barnard et Greg Kuhl de l’équipe Global Property Equities soulignent l’importance croissante des secteurs « non fondamentaux » du marché immobilier dans un paysage foncier en pleine évolution.
Has the virus shock improved monetary prospects?
The global manufacturing PMI new orders index reached a 13-month high in January but narrow money trends suggested that it was on course to peak around April and relapse into mid-year.
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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.
Chinese PMI softening before virus hit
Chinese recovery hopes were boosted by a rise in the Markit manufacturing PMI to a 35-month high in November.
UK Absolute Return: flexibility is the tool of choice for 2020
Luke Newman, portfolio manager on the UK Absolute Return strategy, gives his thoughts on UK markets as we move further into 2020, outlining key issues to note – both macroeconomic and political – that are likely to have an impact on share prices in the months ahead.
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Un défi à relever : l’investissement obligataire en 2020
Compte tenu des taux négatifs et de la faiblesse des rendements obligataires qui caractérisent les marchés européens, Nick Maroutsos, co-responsable des obligations mondiales, explique comment l’équipe de gestion s’efforce d’atteindre les objectifs d’un portefeuille obligataire à performance absolue.
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 : une politique toujours accommodante
Co-responsable de la gestion Obligations internationales, Nick Maroutsos explique pourquoi il pense que la décision de la Fed de laisser ses taux inchangés lors de sa réunion de janvier est de nature à entretenir un environnement porteur pour les marchés actions et obligataires en 2020 et pourquoi, si jamais les marchés devaient trébucher, la Fed se précipiterait pour les retenir dans leur chute.