Archive

Posts Tagged ‘Geopolitics’


Are you where you need to be?

The last twelve months have seen equity market valuations rise and bond yields decrease against a backdrop of political surprises. There is no magic crystal ball – but as investors, we are constantly required to ask ourselves: ‘is my portfolio best positioned for the future?’.   Manage risks, not returns   It was the Dean

November 9, 2017 Categories: Investment Strategy, 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
Brexit

Brexit heats up: 4 things to watch

With the outcome of last year’s Brexit vote paving the way for the UK to leave the European Union (EU), British Prime Minister May began the formal divorce proceedings last month. And now, she has surprisingly called for a snap election, earlier than expected, on 8 June. In the meantime, I keep hearing from investors,

Apr 26, 2017 Categories: Market Updates, Markets

French presidential election: Macron and Le Pen run-off May 7

Although the race between the top four candidates tightened near the end, Emmanuel Macron and Marine Le Pen made it to the second round. The markets seem to consider this good news, likely because it views Macron’s policies as fiscally more conservative than Le Pen’s. In our view, the subsequent market rally – namely in

Apr 25, 2017 Categories: Market Updates

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