Global Investment Views - January 2020
Thursday 09 January 2020
As we approach the year-end, a look back over the past 12 months reminds us how unconventional this year of records has been. On the upside, equities rallied to historical highs in December and fixed income returns were also strong as bond yields fell.
Records, surprises and opportunities
As we approach the year-end, a look back over the past 12 months reminds us how unconventional this year of records has been.
Cross Asset Investment Strategy January 2020
US-China: negotiations continue while a trade war is taking place
No respite in the war of duties. After the announcement by the US of the increase in duties from 10% to 25% on Chinese products worth 200 billion dollars, China has announced counter measures on 60 billion dollars of US exports from 1st June.
Cross Asset Investment Strategy December 2019