9 December 2019
Heading into 2020, we continue to expect emerging market (EM) local currency debt to perform well relative to other strategies. With a potential phase one trade deal on the horizon, a mix of supportive factors could help to drive the asset class, including:
We see global economic expansion continuing into 2020, led by the United States, with a potential boost from greater clarity in Europe. Here’s our outlook and the key signposts we’re watching in the coming year.
Should investors start positioning for a Conservative majority on the morning of 13 December?