Global central bank easing, a phase one US-China trade deal, better earnings in 2020, and some evidence of a stabilization of the global downturn have reignited investor enthusiasm. The market is moving more in line with our relatively benign outlook than in previous quarters where it feared a looming recession.
- T. Rowe Price | Why Deleveraging Is The True Culprit Weighing On Global Growth
- Lyxor | Money Monitor: January 2020
- Franklin Templeton Investments | A Multi-Asset Approach to Assessing Risk and Opportunity in Emerging Markets
- State Street Global Advisors | Five Grey Swans That Could Swing Markets
- Amundi Asset Managers | ECB QE Monitor: Central Banks on hold
- DWS | S&P 500 Sector Composition: More Tech, Less Energy Than Ever Before
- Columbia Threadneedle | Strategies that benefit from volatility
- BNY Mellon | Newton’s Flood: Why I see the value in alternatives
- Columbia Threadneedle | Has the tide turned?
- GMO | The Passive Aggresisve Agg, Revisited