FNArena’s Weekly Insights – November 4 2019
Global financial markets have priced out worse case scenarios for the world in 2020 and there are quite a number of investment experts out there who believe we might be near a turning point in terms of global growth and investor sentiment.
In simple terms this becomes: no recession, and potentially a new acceleration in growth instead.
Those who pay close attention would have noticed a few differences. The USD has weakened, bond yields have reset at a less subdued level and Emerging Market equities have, for the second time in 2019 after January, managed to outperform developed markets equities in October.
