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Predicting
the future

Investment ideas

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

Does it make sense to hold on to ‘bond proxies’?

Until very recently, bond markets have experienced a bull run for the last 35 years. Interest rates are at all-time lows and investors have crowded into equities. But one group of equities in particular has stood out – ‘bond proxies’.

 

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Equity valuations – what could be coming up in 2017?

The past year has been a rocky one for the stock market. After a disastrous start to the year and a series of doomsday forecasts ahead of Brexit and the US presidential election, equity markets held up surprisingly well considering the surprising results of both events.

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China’s economic outlook in the year of the rooster

As we look ahead to 2017 and consider those factors that will influence our investment strategy and decisions, China will continue to have a significant impact. It’s sheer size, scale and development affects the world’s markets and economies – as well as influencing some of the companies that interest investors the most.

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European political risk in 2017 and the rise of populism

The past 12 months have seen three massive political upsets. In June, UK voters opted to leave the European Union, prompting the resignation of Prime Minister David Cameron.

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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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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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