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 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 : 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.
La décision de la Fed ne vise pas le bon objectif
Nick Maroutsos, co-responsable de la gestion des obligations mondiales, a beau être d’accord avec la Réserve fédérale américaine (Fed) pour maintenir les taux directeurs à un niveau stable, il craint que le risque sur les marchés des prêts à court terme ne demeure élevé jusqu’à ce que cette dernière se penche sur les problèmes liés à l’infrastructure du marché durant la période d’après crise.
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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Quick view: The art of the deal
Paul O’Connor, Head of the UK-based Multi-Asset Team, casts a wary eye over the latest push to get a Brexit agreement over the line.
Brexit update – curb your enthusiasm
Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the market reaction to the last minute plot twist emerging from the Brexit negotiations.
Life in the conflict zone
Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the continuing trade war between China and the US, possible trade conflicts among other countries and how this has shaped his global outlook.
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Quick view: Chinese yuan depreciates to critical level against the US dollar
Charlie Awdry, China portfolio manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.
Quick view: Fed turns a page, cuts rates
Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s first rate cut in more than a decade and what it means for investors.
Quick view: (ECB) shock and bore
The European Central Bank (ECB) meeting on 25 July was billed as the most important ECB meeting of the last few years. Andrew Mulliner, Portfolio Manager within Global Bonds, reflects on the outcome of this highly anticipated session.