Global economies & markets
Our Chief Investment Office and experts share insights into our house view and macro trends.
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?
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.
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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.