Global economies & markets

After a vintage year for markets in 2019, it's fair for investors to ask where to now? Pause for breath? Market fall? Or onwards and upwards?

After many years of Interest rates at all-time lows and investors crowding into equities, back in 2016 one group of equities in particular stood out – ‘bond proxies’.

We explore the impact of long-term low interest rates on investors’ cash and the likelihood of interest rates rising again. 

In this article, Deputy CIO, Richard Champion explains why we're confident equity markets will be higher in a year's time than they are today - and why we maintain measured market optimism, with insurance policies in place in case things get worse.

Against an uncertain backdrop, our Deputy CIO, Richard Champion explains why infrastructure has a role to play for investors. Fortunately, investment in infrastructure is now far less constrained by limits on government spending, opening up many more opportunities for investors.

In the last week or so headlines have been dominated by talk of a recession. As concerns mount about the US-China trade war and slowing growth in the global economy, markets have fallen around the world.