Our Chief Investment Office and experts share insights into our house view and macro trends.
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.
One common investment theme since late 2008 has been the question of how to get a meaningful return on your cash without taking any undue credit risk.
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.
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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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.