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Insights

Sustainable Equities Boutique
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Outlook
Emerging Markets

Emerging-market equities: semiconductor outlook in the year of the rat

We are cautiously optimistic for emerging-market equities in 2020. In the Chinese zodiac, the quick-witted rat is succeeding the clumsy pig, which in 2019 struggled with an American bull. With China and the US now apparently unlocking horns, things should get easier. Meanwhile, the outlook for Asian semiconductor companies remains solid.

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TwentyFour Asset Management
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TwentyFour Blog

Heavy Supply Meets Heavy Demand

Kicking off the new year, we expected the new issue market to be very active and we certainly haven’t been disappointed, with the good momentum created at the end of last year – thanks to the US and China reaching a ‘phase one’ agreement and the resounding victory by the Conservatives paving the way for Brexit negotiations to move forward – allowing pent-up borrowing demand to hit the market.

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