CMA review: Final findings and recommendations

What are the final findings and recommendations from the CMA report?   The final report   This post was going to be a reaction to Theresa May’s meaningful vote, but it looks as though that will have to wait for a while. The Competition and Markets Authority (CMA) however, have stepped in to fill the

December 12, 2018 Categories: Fiduciary Management, Governance & Regulation
yield curve

To fear or not to fear the yield curve

Does the recent curve flattening spell trouble for the U.S. economy as the calendar turns to 2019?   Does the U.S. Treasury yield curve always foretell a recession?   With the spread between 10-year and 2-year Treasury yields down to just 13 basis points,1 an active debate is raging among economists about the efficacy of

Dec 11, 2018 Categories: Markets
stock market

Why are markets spooked by a flattening U.S. Treasury yield curve?

Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists. Our experts will keep you informed of key market events and provide you with an easy-to-understand outlook on the week ahead. Subscribe to receive this

Dec 10, 2018 Categories: Market Updates
2019 GLOBAL MARKET OUTLOOK

2019 Global Market Outlook: The late-late cycle show

Can markets grind higher in 2019 before the clock runs out on the current cycle? See what our strategists’ views are for the year ahead.   2019 Global Market Outlook   U.S. Federal Reserve tightening, trade wars, China uncertainty, Italy’s budget stand-off with the European Commission and Brexit imply that 2018’s volatility should continue into

Dec 6, 2018 Categories: Investment Strategy
U.S. China ceasefire

U.S.-China ceasefire: Reasonable outcome for markets, brief respite for economies

How might the ceasefire on new tariffs between the U.S. and China impact markets and economies?   No new tariffs for three months   At the 2018 G-20 Buenos Aires summit that concluded last weekend in Argentina, U.S. President Donald Trump and Chinese President Xi Jinping agreed not to impose any new tariffs for three

Dec 4, 2018 Categories: Geopolitics
stock market

Did markets overreact to Jerome Powell’s comments on interest rates?

Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists. Our experts will keep you informed of key market events and provide you with an easy-to-understand outlook on the week ahead. Subscribe to receive this

Dec 3, 2018 Categories: Market Updates
stock market

Could market reactions guide Brexit votes?

Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists. Our experts will keep you informed of key market events and provide you with an easy-to-understand outlook on the week ahead. Subscribe to receive this

Nov 19, 2018 Categories: Market Updates
Infrastructure investment

3 reasons to consider infrastructure investment

For investors, there are opportunities in the $69 trillion global gap between actual – and needed – infrastructure investment over the next 17 years. What’s behind all this? What have institutional investors uncovered that could be helpful in generating an additional source of return?   Mind the gap   “Mind the gap” is an imperative

Nov 15, 2018 Categories: Investment Strategy, Multi-asset
stock market

Do markets prefer a divided U.S. Congress?

Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists. Our experts will keep you informed of key market events and provide you with an easy-to-understand outlook on the week ahead. Subscribe to receive this

Nov 12, 2018 Categories: Market Updates

U.S. midterm elections: Markets react.

  How are markets reacting to the results of the U.S. midterm elections?   In a widely-expected outcome, U.S. midterm elections concluded with the Democrats gaining a majority in the House of Representatives, while Republicans maintained control of the Senate.1 The initial reaction from markets has been largely positive, with U.S. equities experiencing their largest daily

Nov 8, 2018 Categories: Markets, Midterm elections

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