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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.

Monetary policy is dead; long live fiscal policy in 2017

Over the course of the next year we believe that governments will take increasing responsibility for boosting economic activity – and fiscal policy in 2017 will become more important than the unorthodox monetary policies introduced by central banks since the financial crisis

 

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We’re going on a bear (well, bond bear market) hunt

After Donald Trump’s election victory, investors are rightly concerned that a bond bear market may now be underway, with government bond prices falling and yields rising as a result.

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A look back at 2016 – a walk on the wild side

From the surprises of 2016 to the challenges of 2017

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Investing in China? Why understanding China matters

What do you really know about China? And even if you are not investing in China, why is it important to understand what China is doing?

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Trump vs. Clinton – which areas of the US market will be impacted?

As is widely appreciated, the presidential election result is far too close to call as we approach the final hours of the race. Probabilities vary from poll to poll, ranging from a c.60% likelihood of a Clinton win to PredictWise suggesting a 75% probability of some form of divided US government. As the Brexit vote and UK general election showed, one needs to be wary of reading too much into polling data.

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Investment Market Update video – November 2016

Canaccord Genuity Wealth Management's asset allocation committee meets monthly to discuss the economic outlook for the UK equity market and the affect that changes in the global economy have at large. This film is prepared for our discretionary and managed advisory services clients in order to give them a better understanding of the current outlook in investment markets, and help provide an insight for them when preparing to make further investment decisions. Justin Oliver, Deputy CIO, offers the investment market update for this month.

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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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