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Looking into 2020 with Hermes

From Brexit and the US presidential race to climate change, we present our outlooks for 2020.

2020 will be another uncertain year. Brexit will rumble on, bringing further volatility and polarising the UK political dialogue; China and US relations will remain tense and concern markets, despite a possible partial trade deal being secured before the end of 2019; and the US presidential race will likely unsettle world markets.

Five years on from the Paris Agreement, the UK will host COP26, the next annual United Nations climate-change summit. Countries are due to present updated plans to keep the global rise in temperature well below 2⁰C.

In our 2020 Outlook, we present our perspectives on equities, fixed income, multi asset, private markets and stewardship for the year ahead. 

More Insights

Fixed income: a focus on fundamentals favours the brave
Are there opportunities for investors to find securities that have become dislocated from their intrinsic value?
Weekly Credit Insight
After delivering strong returns in 2019, the high-yield market has taken a beating this year.
Global Emerging Markets update: March 2020
In this webinar, Kunjal Gala, Co-Portfolio Manager, on the Hermes Global Emerging Markets Strategy provides an update on the strategy’s position, and assesses the disruptions the Covid-19 health-crisis has had on emerging markets (EMs), especially in China and India.
How can companies mitigate the worst impacts of the coronavirus?
Board members should take a proactive role in crisis management.
Sharpe Thinking
Amid the rapid spread of the virus, both the Federal Reserve and the European Central Bank have signalled a “no limits” approach to shoring up their economies and financial conditions.
Supply chain risk, employees and the coronavirus
The coronavirus pandemic is forcing governments around the globe to enact emergency legislation to contain the spread of COVID-19, with cities in lockdown, shops, theatres and restaurants closed, and office workers logging on at home. What can companies do to manage their way through this difficult period?