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There were clear factors behind the year-end rally which in 2019 brought one of the best returns since 1990. However, the risk of short-term setbacks has therefore become greater.
Chart of the week
By: David Bianco
2020 outlook: a difficult year to value
By: Darwei Kung
How long will OPEC+ keep oil up?
By: Christian Scherrmann
Ending 2019 on a strong footing?
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By: Mark G. Roberts
Understanding and appealing to the modern apartment renter in the U.S.
By: Andre Koettner, Dr. Thomas Schuessler
Increasingly, "fear of missing out" has joined "there is no alternative" as a key argument for equities.
Against the odds, Boris Johnson has won a landslide victory. The chances of "getting Brexit done" reasonably quickly and smoothly have never been better
By: Christian Hille
2019 has been exceptional for investors thanks to receding recession fears and generous central banks. 2020 is unlikely to be as good.
By: Petra Pflaum
Population growth, urbanization and voracious water use bring hazards and opportunities in sectors such as agriculture and utilities.
By: Joern Wasmund
We expect little movement in bond yields. It's again in corporates and emerging markets that we look for potential returns.
