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Global economies & markets

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

Investment market update - 'steady as she goes' in 2020

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?

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Bond proxies explained

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’.

 

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The consequences of low interest rates on investors
25 November 2019 in Investing, Global economies & markets

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

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Investment market update - looking for the positives in markets

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.

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The benefits of infrastructure investing in an uncertain environment

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.

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Investment market update - what’s happening beneath the scaremongering headlines?

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.

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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.