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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.

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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The impact of geopolitical uncertainty in investment markets

Geopolitical uncertainty is at the forefront of investors’ minds. First among their concerns is the confrontation between North Korea and the US over Kim Jong-Un’s accelerating nuclear weapons programme.

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Emerging market olympic champions

Citius – Altius – Fortius; Faster – Higher – Stronger In the past, the Olympic motto might easily have been used to describe certain emerging markets, whose faster levels of growth, higher rates of return and stronger economic fundamentals were once seen as an antidote to the travails afflicting the developed world.

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Investment Market Update – UK rebound looks fragile

While other equity markets are making all-time highs, led by the S&P 500 in the US, here the FTSE 100 continues to look to break from its recent range (its all-time high was back in May ’17).

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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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