While valuations in emerging bond markets may look fairer after solid performance in 2019, we believe various factors remain supportive to the outlook.
Regardless of your home country, there are only a handful of words across the globe that can elicit a visceral response when spoken among polite company.
Sentiment towards the UK has improved following December's General Election result, but we believe equity income investors need to tread carefully in 2020.
The UK economy ended 2019 in stagnation, under pressure from political uncertainty and a global economic slowdown.
After the strong end to 2019 where the 'Boris bounce' led the FTSE All-Share up roughly 6% in December alone, the start of 2020 has found markets in a more cautious mood.
Despite investor expectations to the contrary, 2019 proved to be a remarkable year for equity investors, with MSCI World's 28% annual return being the second highest in 30 years.
'Smart Water' is a trend that is taking hold in the water industry, and momentum is building.
After some volatility during the summer, Q4 2019 added to the rising tide experienced by European equity markets since the dip in late 2018.
We are 11 years into one of the greatest stockmarket upswings in history, yet the joy has not been evenly spread.
As we think about 2020, the biggest concern in emerging markets (EM) revolves around the contagion risks linked to US-China trade negotiations and possible knock-on effects of a divisive US election year.