2019 started with the glass half empty and ended with the glass half full. Then markets were jolted by a US missile attack as the new year began, and chief investment officer Julian Chillingworth ponders whether recent positive signs can become lasting trends in 2020.
We have reframed this Thursday’s Macro Strategy webinar to focus on the investment implications of the ongoing conflict across the Middle East. This will bring you insight from some of our leading strategists and investors.
A resilient global cycle continues to support calculated risk taking. Global growth remains solid, inflation is easing and policy is gradually loosening — all supportive for asset markets, despite the risks.
A look back at markets in January when emerging market shares and commodities performed strongly.
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