Economies & markets
Our Chief Investment Office and experts share insights into our house view and macro trends.
After the global financial crisis and the introduction of quantitative easing, it became harder and harder to justify holding fixed interest securities in client portfolios, due to their lack of yield. Yet, across the Atlantic, the tide may now be turning.
We believe there are many compelling reasons to look closely at investing in Japan in 2019, including improvements in Japanese company balance sheets, thanks to their better profitability and innovative edge with relatively cheap stock valuations. Is the sun now rising over Japan?
It had been hoped that the US midterm elections on 6 November might prove to be a cathartic moment for markets and provide a positive turning point following the brutal October battering.
The expectations were right on cue: Democrats took over the House of Representatives with a comfortable lead and Republicans kept the Senate with an increased majority. Markets are logically only slightly positively moved by the outcome. Beyond the immediate reaction, though, there should be a more bullish backdrop building in the coming year for risk assets.
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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.