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What fund managers expect in 2020

What professional investors expect in the year ahead

Tactical portfolio tilts for 2020

Following a good year for our tactical portfolios, what could be profitable themes next year?

Must politics always weigh on European stocks?

Sentiment towards European equity markets is always defined in terms of political challenges. Should we expect the same in 2019?

US equities: losing their bite

Monetary tightening is still the biggest issue for the US stock market in 2019

Emerging markets and the Trump effect

The rise in value of the US dollar and import tariffs have caused a deterioration in emerging market inflows

Asset allocation: favouring durability and defensiveness

Last year’s portfolios failed to go off with a bang, but we are retaining some protective elements for 2019

What fund managers expect in 2019

Asset managers reveal their expectations for the year ahead

Strength shines through Europe’s political clouds

Backed by good economic indicators, the market is sanguine on European equities in 2018

Can emerging market momentum continue?

Emerging market sentiment recovered in 2017, but US monetary policy may deter external capital inflows