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Investment market

Our Chief Investment Office and experts share insights into our house view and macro trends.

Market volatility - what you need to know

In our recent articles we have flagged a potential increase in volatility this year as the inevitable ‘price to be paid’ for continued growth in equity markets. It was a matter of when not if. The question is whether the current correction is the beginning of something more sinister - leading to a bear market - or simply reminiscent of 2013’s ‘taper tantrum’.

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Growth vs. value - are the winds of change a-blowing?

As equity indices rose during most of 2017, it was clear where market leadership lay. The technology giants like Amazon (up 57% over the year), Apple (up 48%), Facebook (up 53%) and Google/ Alphabet (up 33%) soared, along with their Chinese counterparts Baidu, Tencent and Alibaba (up 42%, 96% and 115% respectively). In this article, we explain why the so-called ’growth’ areas of the market have performed so well.

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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technology' is an oxymoron, but the picture of emerging markets (EM) as commodity exporters and cheap factories is outdated.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 article reveals how EM have developed technologically beyond recognition, and why this should be reflected in investment portfolios.

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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 in several sectors.

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Why should you invest in the FTSE All-Share Index vs. only the FTSE 100?

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? And is small really more beautiful or is it fraught with danger?

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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.

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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.