After a year of violent market swings, investors such as New Zealand Super expect more liquidity stress next year and are preparing accordingly.
Rising demand for ESG-themed funds has led to the development of indices with sustainability components.
As volatility returns sparked by the ongoing US-China trade dispute, investors require a compass to measure risks of Chinese companies listed on Hong Kong’s stock market.
Despite economic anxiety, it’s possible to identify pockets of outperformance, said Jupiter Asset Management’s multi-asset head.
Despite the recent global sell-off in company shares, markets are still not pricing in a possible explosion of volatility as US rates approach a key inflexion point, say some market experts.
The global financial market volatility of 2018 has cast doubt on the durability of the long-running global business cycle. Do we face recession risks or continuing, if slower, growth? Markus Schomer, chief economist of PineBridge Investments, sets out the road map for the year ahead.