UK
Predicting
the future

Our six key investment themes for 2018

Read this year’s key themes reflecting our positive mood on the outlook for markets by clicking the download button

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How might Jeremy Corbyn and a Labour government affect investments?

As investment experts, we’re sceptical about the possibility of a Labour government in the UK’s short-term future. However, we’re beginning to consider seriously what impact Labour might have, while Jeremy Corbyn’s improved ratings are already having impacts on several sectors. Read more >>

Why it's vital to keep an eye on worldwide and UK inflation rates

Some commentators and policymakers think that, like the bogeyman, inflation is waiting just around the corner, ready to pounce on the unsuspecting central banker. What will happen if it does? And what if it doesn’t? Read more >>

New technology in the emerging markets

Some might think ‘emerging market technology’ is an oxymoron, but the picture of emerging markets (EM) as commodity exporters and cheap factories is outdated. This theme reveals how EM have developed technologically beyond recognition, and why this should be reflected in investment portfolios. Read more >>

Investing in artificial intelligence companies

While we are still quite some way from true artificial intelligence (AI) as science fiction writers might understand it, the term is being used with ever greater frequency. But what is the link between AI and investment opportunities, and how can investors capitalise on the march of technology? Read more >>

Why investors need to esnure exposure to smaller companies

Since the end of 1985, when comparative records began, the FTSE 250 Index (which is made up of the 250 largest companies after the FTSE 100) has risen at an annualised rate of 11.1%, compared with 8.3% for the FTSE 100. So what is it about smaller companies that enables them to generate superior returns? Read more >>

Active or passive - which are the best performing funds?

Commentators seem to revel in highlighting how few active fund managers - even in the best performing funds - outperform their benchmarks over a certain period. However, we believe the active fund management industry, as a whole, will prove its worth in 2018. Read more >>

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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