The Outlook for 2020

Our portfolio managers share their focus for the year ahead

4 December 2019

Global Emerging Markets

Outlook - Global Emerging Markets

We expect emerging economies to once more become the main engine of global growth"

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Long-Term Unconstrained

Outlook - Long-Term Unconstrained

We continue to focus on finding attractive long-term opportunities"

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Asian Equities

Outlook 2020 - Asia

Powerful structural growth dynamics underpin the investment case for this exciting region"

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Stewardship & ESG

Outlook -Stewardship & ESG

Climate change will remain a key focus in our engagements with companies"

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Global Equity Income

2020 Vision - Global Equity Income

Right now, dividend-producing companies have never looked more attractive"

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European Long/Short

Outlook - Europe Long/Short

Positive turning points may start to develop in early 2020"

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