Global economies & markets
Our Chief Investment Office and experts share insights into our house view and macro trends.
In the US at least, upward market moves of the magnitude we have seen this year are unusual, especially when they are not preceded by a more significant correction (or market fall) than the one which occurred in the final quarter of 2018. Hence, we remain somewhat more cautious than of late.
As wealth managers, we think about the future – whether it’s helping our clients to plan for old age or investing in companies that will still be profitable in 30 years’ time.
We ended 2018 in a funk. Investors were beginning to panic that the global economy was entering a period of sharp downturn, the US yield curve was close to inverting, the Chinese economy seemed to be in trouble, Europe was back in the doldrums and President Trump had engaged in a trade war with China and, at the same time, shut down a big chunk of the US government.
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?
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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.