Corporate earnings expectations have continued to fade as the impact of a global growth slowdown and related trade frictions take hold at the company level. Trade tensions between the United States and China remain elevated though negotiations aimed at reaching an interim agreement continue. Growth in China and the eurozone remain weak as Germany’s export-driven economy battles trade headwinds.
- Franklin Templeton Investments | Optimism Returns to Emerging Markets in October
- DWS | Re-Examine Valuation And Growth At New Record High
- AXA Investment Managers | UK faces Brexit-fuelled General Election – what happens next?
- Pimco | Beneath The Surface
- T. Rowe Price | Market Uncertainty— Never Comfortable But Potentially Profitable
- Candriam | De impact van ESG-beleggen in groeilanden
- Northern Trust | Global Economic Outlook: Better Visibility, But No Sunshine Yet
- Other research | UBS Investor Watch on the Year Ahead
- Jupiter Asset Management | Saudi Aramco set to become world’s largest listed company
- Robeco | A Tale Of Two Scenarios: Investment Outlook 2020