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Investment themes 2019 

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Economies & markets

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

How might Jeremy Corbyn and a Labour government affect investments?

As investment experts, we're sceptical about the possibility of a Labour government in the UK's short-term future. However, we’re beginning to consider seriously what impact Labour might have, while Jeremy Corbyn's improved ratings are already having impacts in several sectors.

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Why should you invest in the FTSE All-Share Index vs. only the FTSE 100?

Since the end of 1985, when comparative records began, the FTSE 250 Index (which is made up of the 250 largest companies after the FTSE 100) has risen at an annualised rate of 11.1%, compared with 8.3% for the FTSE 100.  So what is it about smaller companies that enables them to generate superior returns? And is small really more beautiful or is it fraught with danger?

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Active or passive – which are the best performing funds?

Commentators seem to revel in highlighting how few active fund managers, even in the best performing funds, outperform their benchmarks over a certain period. However, we believe the active fund management industry as a whole will prove its worth in 2018.

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What if... there's an attack on the new technological world order?

Companies such as Facebook, Amazon, Apple, Netflix and Google/Alphabet (the FAANGs) have been the primary drivers of the equity bull market, becoming the largest companies in the world in the process. But what would happen if the old world order fought back? What difference would it make to investment prospects?

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What if... Donald Trump actually gets stuff done in 2018?

Many people have written off 'the Donald' as a loud-mouthed braggadocio, full of ill-considered and offensive bluster, both domestically and internationally; not suited to the delicate task of legislating nor fit for the decorum of high office. But what if he turns things around and starts behaving like a real statesman?

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What if ... populism comes back with a vengeance and bad things happen?
13 December 2017 in Economies & markets

The election of Emmanuel Macron as President of France helped to allay (slightly) fears of the populist influence on politics. But what will happen if it proves to be a temporary respite and the populists regain momentum. What difference would this make to economic and investment prospects?

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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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