A look behind the main asset classes
2020 outlook: a difficult year to value
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Increasingly, "fear of missing out" has joined "there is no alternative" as a key argument for equities.
We expect little movement in bond yields. It's again in corporates and emerging markets that we look for potential returns.
The year-end rally has already started. Everybody seems to be on board, and central banks continue to be happy to help.
2019 has been exceptional for investors thanks to receding recession fears and generous central banks. 2020 is unlikely to be as good.
Population growth, urbanization and voracious water use bring hazards and opportunities in sectors such as agriculture and utilities.
How long will OPEC+ keep oil up?
Understanding and appealing to the modern apartment renter in the U.S.