Economies & markets
Our Chief Investment Office and experts share insights into our house view and macro trends.
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?
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?
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?
As another year passes and we look toward 2018, we have re-examined our forecasts from a year ago. How accurate were our predictions? And has the world changed very much? Read our scores to see how well we did.
Most 'bear' commentators are expecting chaos in the world economy during 2018. With an ageing bull market, the likelihood of increased volatility and the potential for inflation, upheavals seem inevitable. But what if the commentators are completely wrong and nothing happens?
Most commentators don't think inflation is a big risk over the coming year, and asset prices are certainly not priced for it. But what could make inflation reappear and what would happen if it began to rise in 2018? Read our second blog in a series of potential surprises for the New Year.
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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.