In der Regel sind es Volkswirte, die in Marktausblicken ihre Sicht der wirtschaftlichen Entwicklung bestimmter Regionen darstellen.
Global cities look set to benefit from a technological revolution in 2019 as investors place a higher value on knowledge than manufacturing.
Europe remains a relatively unpopular region for global investors, despite some positive indicators. But are parts of the market now fundamentally undervalued? Ollie Beckett about the prospects for better performance from European smaller caps in 2019.
Weekly Briefing: Die Aktien der Online-Händler gehen am Montag auf Tauchfahrt, die Bundesanleihen liegen im Plus und Gold glänzt wieder – die Nachrichten für die Börsenwoche.
Emerging markets debt yields are at levels which rival reasonable forward expectations for equities in 2019. In our view, a true catalyst for additional price gains will likely be a lower US dollar.
Recent developments in financial markets suggest investors are coming to terms with our long-held scenario that economic growth would slow down in the second half of this year.
Adrian Banner, Intech’s Chief Executive Officer and Chief Investment Officer, believes that heightened volatility will shape markets in 2019 and discusses where opportunities may arise in this environment.
A tumultuous 2018 has left Asian equities significantly cheaper and presenting selective opportunities, but investors need to tread carefully. Four of our Asian equity managers explain why.
“It’s tough to make predictions, especially about the future.” While never quite definitively attributed (US baseball catcher Yogi Berra – known for his malapropisms – is one potential source), this wisdom has nevertheless stood the test of time.
European equities may remain volatile in 2019 but this can open up opportunities for investors seeking out under-valued companies.
Schroders forecast global growth to slow in 2019 and the dollar looks set to weaken with US interest rates peaking mid-year.