Outlooks

Highlight

Markets

17DEC 2018

Outlook 2019: Securitised credit and asset-based lending

The securitised sector offers respite from overcrowded corporate credit markets and inefficiencies continue to create opportunities.

Markets

13DEC 2018

Markets

10DEC 2018

2017

DECEMBER

07DEC 2017

Markets

Outlook 2018: US equities

US equities continue to look fundamentally supported, but investors must be aware that risks are more complicated, and more numerous, than weaker economic growth.

JANUARY

05JAN 2017

Watch/Listen

60 seconds with Rory Bateman on equity drivers in 2017

Rory Bateman highlights three key themes likely to drive European equity performance in the year ahead.

2016

JANUARY

13JAN 2016

Markets

Outlook 2016: US Equities

A strong employment market and robust consumer confidence make for a positive outlook for the US, where we favour domestic exposure and sectors such as technology.

11JAN 2016

Markets

Outlook 2016: Commodities

After five years of declines, the commodity bear market is long in the tooth and we certainly expect bullish surprises, when they occur, to trigger strong recovery rallies in 2016 and beyond.

06JAN 2016

Markets

Outlook 2016: Emerging Markets Debt Absolute Return

After yet another challenging year for emerging market bonds characterised by a collapse in currencies and a spike in a number of local bond yields, attractive investment opportunities are starting to appear.

05JAN 2016

Markets

Outlook 2016: Global High Yield

Continuing volatility and an elevated risk premium mean that high yield bond returns could be in the mid single-digit range in 2016, but we expect this performance to be attractive relative to many other fixed income alternatives.

2015

DECEMBER

23DEC 2015

Markets

Outlook 2016: Multi-Asset

After years of liquidity-driven markets, investment trends look tired and we expect muted returns in 2016. Cyclical assets present the main source of potential ‘pent up returns’ and could be a wild card for investors.