2020 Mid-Year outlook
Managing to the other side
 
Looking to the second half of 2020, investors should expect more uneven recoveries in equity and credit markets—not a continuation of the powerful rallies that lifted those markets from their March lows. Further gains in asset prices will depend on the trajectory of the coronavirus and the strength of the economic recovery.

Click to read 2020 Mid-Year Market Outlook

May 2020 / INVESTMENT INSIGHTS

Investment Ideas for the Next 12 Months

Investment Ideas for the Next 12 Months

Investment Ideas for the Next 12 Months

Positioning your portfolio for the risks and opportunities ahead

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / INVESTMENT INSIGHTS

Global Equity Outlook: Looking Beyond the...

Global Equity Outlook: Looking Beyond the Immediate Disruption

Global Equity Outlook: Looking Beyond the...

Although volatility and crises may cause near-term panic, it is important to look...

By David J. Eiswert

David J. Eiswert Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

Fixed Income Outlook: Authorities in Crisis...

Fixed Income Outlook: Authorities in Crisis Management Mode

Fixed Income Outlook: Authorities in Crisis...

Financial markets were hit by four crises in the first quarter

By Arif Husain

Arif Husain Head of International Fixed Income

May 2020 / INVESTMENT INSIGHTS

Japan Equity Outlook: Opportunities Amid...

Japan Equity Outlook: Opportunities Amid Volatility

Japan Equity Outlook: Opportunities Amid...

Despite a large sell off, Japan appears to have fared better than developed markets...

By Archibald Ciganer

Archibald Ciganer Portfolio Manager