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Economies & markets

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

What if ... Brexit turns out well?

In our first possible ‘surprise’ scenario for the New Year, we take a look at Brexit and the effect it will have on economies and markets if things don’t turn out as expected. Since most investment commentators believe the uncertainties surrounding the Brexit negotiations are bad for UK assets and for sterling, what difference would it make if Brexit turns out well? 

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The bite sized Budget
23 November 2017 in Economies & markets

Well yes, it’s been a damp squib of a Budget, but that is what everyone expected it to be. Unrealistic expectations had been heaped on the Chancellor’s shoulders. 

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Why market falls provide a great opportunity for investors
17 November 2017 in Economies & markets, Investment market

For the last six months, economic growth has looked increasingly synchronised around the world. In fact, we’ve enjoyed a steady year so far for investment returns, although high valuations have made it difficult to add more risk to our clients’ portfolios. As such, we have been waiting for a market correction before deploying capital to equities more aggressively.

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A global view of risks and opportunities

Last week saw our third annual investment conference hosted at Canada House with a range of expert speakers. Perhaps somewhat surprisingly – in light of the unpredictability of the Trump administration, worries over potential war with North Korea, and the convolutions of Brexit negotiations - the overriding outlook was wholly positive.

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Investment Market Update – What does the end of quantitative easing (QE) mean for investors?
27 September 2017 in Economies & markets, Investment market

Amid all the conjecture surrounding QE we ask: where do the opportunities currently lie for investors?

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The European Detox
14 September 2017 in Economies & markets, Investment market

It is an inescapable fact that the European economic backdrop is as good as it’s been for a long time. But is the European awakening for real this time?

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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.

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