Which areas should investors pay attention to?
Why monetary policy has failed so far
After a volatile Q4 2018 when credit spreads widened but government bonds rallied due to safe-haven flows, fixed income markets across different categories have delivered strong returns so far this year.
Thawing of geopolitical tensions behind positive outlook
Fiscal stimulus could be 'down to governments'
On cusp of 'radically new chapter'
The headwinds and tailwinds to look out for in 2020
It has been a strong showing for European equities in recent weeks, with the European Central Bank (ECB)'s policy action – and the rate cut in the US – all helping to lift shares higher.
On the lookout for wide valuation discounts