Our Chief Investment Office and experts share insights into our house view and macro trends.
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.
Jordan Sriharan, Head of MPS at Canaccord Genuity Wealth Management interviews Richard Champion, Deputy CIO and Tony Dwyer, Chief Market Strategist on the economic outlook for investors. How should investors manage assets over the next 12 months and what, if anything, would force us to be more cautious in our outlook?
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.
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.
The US Federal Reserve (Fed) all but promised to cut interest rates at its most recent meeting, even hinting at ’further accommodation’ to follow. With interest rates a major determinant of equity valuations, shares have since soared in celebration of the implicit pledge.
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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.