Archive

Posts Tagged ‘Economic and market insights’


2018 Global Market Outlook – Q3 Update

Do increasing political risks pose to a threat to global economic growth? See what our strategists’ views are for the third quarter of 2018 and beyond. View the full report.   Be alert: Trade-war and U.S. recession   The two key global market trends of early 2018 – U.S. growth leadership and the U.S. dollar

US Federal Reserve

June FOMC meeting: Slow and steady with another rate increase

In predictable fashion, the Fed increased borrowing costs again today. How long can the central bank stick to its quarterly rate-hiking rhythm? We think there are four big unanswered questions for U.S. monetary policy.   Universally expected   With today’s rate hike, the U.S. Federal Reserve (the Fed) has now taken steps to tighten monetary policy

Jun 13, 2018 Categories: Investment Strategy

How might markets fare the rest of the year?

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

May 29, 2018 Categories: Market Updates

Does the rise in oil prices tell a wider commodities story?

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

Apr 23, 2018 Categories: Market Updates
Market volatility - multi-asset approach

Why a dynamic multi-asset approach matters during volatile markets

We didn’t know 5 February would be the day. No one did. But for the past year, we’ve espoused the benefits of managing risk, rather than taking risk.    On that day, the Dow Jones Industrial Average plunged 1,175 points,1 marking an exceptionally volatile day for financial markets around the world. The 4.6% drop was

Feb 9, 2018 Categories: Market Updates, Multi-asset
Volatility strikes back. Is this the start of a bear market?

Volatility strikes back. Is this the start of a bear market?

After an exceptionally strong year in markets, volatility has struck back in recent days. At the time of this writing, the S&P 500® Index has fallen roughly 10% from its record close on 26 January.1   Many of our clients are asking us if this is the start of a bear market. Our answer—probably not.

Feb 6, 2018 Categories: Market Updates, Multi-asset
French Election

Macron wins French Presidential election

In line with the polls, Emmanuel Macron cruised to an easy victory in the second round of the French presidential election, taking 66% of the vote. Macron’s party, En Marche! is also doing well in the polls for the June parliamentary elections1. Which may mean that Macron’s power to implement reforms could be bigger than

May 8, 2017 Categories: Market Updates, Markets

Trump vs. Emerging Markets: Who might win?

The initial slump of Emerging Markets assets following Donald Trump’s election appears to be waning. The apparent recovery indicates that not all of President Trump’s economic policies are bad for Emerging Markets (EM) countries. Those which depend on exporting manufactured goods to the U.S., like Mexico and China, may suffer. Other developing nations, in particular

Mar 1, 2017 Categories: Multi-asset

2017 and the search for returns: the low-return imperative

How low will returns be in 2017? We believe the search for returns in 2017 is not going to get any easier against a backdrop of high equity prices (notably in the US), narrow credit spreads and low bond yields. The election of Donald Trump as U.S. president has thrown an extra element of uncertainty

Feb 8, 2017 Categories: Multi-asset

What if the experts were right to put Trump’s and Brexit’s chances at 30%?

It’s the quiet week before Christmas, so I’m taking the opportunity to briefly set investment, pensions and charitable trusts aside and sneak in a post that touches on some of my favourite subjects: probabilities, forecasting and uncertainty. Specifically: what are the right – and wrong – lessons about forecasting from Donald Trump’s victory and the

Dec 21, 2016 Categories: Market Updates

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