January 24, 2020
As ESG considerations grow in importance, companies that can successfully adapt should benefit more than those that don’t. As such, our analysts are looking at their respective industries through the lens of ESG risk.
January 23, 2020
January 22, 2020
January 21, 2020
January 21, 2020
January 17, 2020
A look back at markets in Q4 2019 when shares were supported by optimism over the prospects for a US-China trade deal. The geopolitical risks that dominated markets for much of 2019 faded in Q4, helping global equity markets to post gains.
January 17, 2020
Franklin Equity Group’s Fred Fromm gives his take on global oil markets amid elevated tensions between the United States and Iran. After a January 3 US airstrike killed Iranian General Qassem Soleimani, many investors have been asking us about the potential impact of the US-Iran conflict on oil markets.
January 17, 2020
January 16, 2020
January 15, 2020
January 14, 2020
January 13, 2020
The January USDA Supply & Demand, Crop Production and December 1st Quarterly Grain Stocks reports were viewed as bearish for soybeans.
January 13, 2020
January 10, 2020
January 10, 2020
January 9, 2020
January 8, 2020
January 8, 2020
2019 was a whirlwind of a year. 2019 was epitomized by shifting clouds of uncertainty. At times these clouds became darker and recession risks increased while at other moments investors glimpsed the light at the end of the tunnel.
January 7, 2020
The conflict in the Middle East could pressure business sentiment. 2019 was a great year for markets, and equities delivered strong returns for the year. US stocks led the way at 29.07%, Chinese stocks returned 20.94%, European stocks returned 20.03%, and emerging markets delivered 15.42%.
January 3, 2020
January 3, 2020
January 2, 2020
January 2, 2020
Global stocks are higher, starting the New Year in bullish form, helped overnight after China announced measures to boost its economy after saying it will cut banks’ reserve requirement ratio (RRR) by 50 basis points, effective Jan. 6 (the move would bring the level for big banks down to 12.5%).
December 31, 2019
December 30, 2019
December 27, 2019
Summing up the outlook for 2020, Schroders’ CIO thinks that superficially, overall market valuations look uninteresting. But dig a little deeper and there may be reasons for active investors to be enthusiastic about 2020.
December 27, 2019
There have been improvements in corporate governance in a number of emerging markets, but it remains a work in progress. In the second of this two-part series, Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Andrew Ness explore the steps some regulators and companies in emerging economies have taken to improve corporate governance.
