With meaningful selloffs on the horizon, fortify portfolios with high-quality assets
Immediate conditions are conducive to positive returns from growth assets like shares and property. For now, corporate earnings are being lifted through improved economic activity, trade flows and commodity prices. However, investors must be watchful of an easing in...
Shifting global settings has major implications for investors
2017 marks a significant shift in global policy settings. Since 2009 there has been a long era of extraordinary monetary stimulus through ultra-low or negative official interest rates coupled with the buying of bonds by central banks. Now this monetary accommodation...
Uncertainties Loom Over Goldilocks-Like Setting
A Goldilocks-like environment for growth assets is provided by key economic variables that are neither too hot nor too cold. The bull market in equities continues, but it is maturing. Corporate earnings are likely to take over from monetary stimulus as the main share...
Global growth lift good for shares but watch valuations
The most highly synchronised pickup in global activity for some time provides a supportive backdrop for growth assets. High levels of remaining capacity and still modest interest rates are helping to elongate this recovery period. Confidence has improved since...
Six top investment themes for 2017 and beyond
There is little doubt that political changes and their implications for economies and markets will be at the forefront of investors’ minds again this year. Some changes will help markets, others hinder. Volatility in asset prices is likely to be higher than...
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