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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 solution for low-risk investors

As we step into the second half of 2017 we face continued challenges in generating reasonable returns, for our lower risk investors. Broadly speaking, our position with our low risk clients seeking a return of perhaps c.3.5%, is that diversification is key to performance – even within a 100% bond portfolio.

 

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The current economic cycle – our global investment review and outlook

Our Chief Investment Officer, Michel Perera, presents his quarterly global investment review and outlook, which analyses the macro and financial trends we’ve both encountered and should perhaps expect in the near future.

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What’s the outlook for investing in the US? We say blue skies with the chance of a summer shower…

At the moment, the so-called ‘Trump Bump’ shows little sign of abating. Whether the buoyancy of the markets can be attributed to anything the Donald has done is unlikely.

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Our market review: Trump may get the headlines but it’s all about the economy

Richard Champion, our Deputy CIO, presents a concise market review, assessing what’s been happening in the markets over the past month and stating it’s all about the economy.

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Chaos in the White House rattles markets?

If there’s one thing that has characterised the Trump presidency, it’s the volatility of his temper and the frequent chaos his pronouncements and actions cause.

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Has the UK equity market been propelled by the ‘Trump bump’? Changes in the leaderboard

It feels as though 2017 has started rather as 2016 ended. The UK equity market has continued to rally, in part due to the ‘Trump bump’.

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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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