Multi-Manager

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Markets

12DEC 2018

Outlook 2019: Multi-manager

Avoid the crowds in 2019; focus instead on value, gold and maybe even the UK.

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2018

JUNE

19JUN 2018

Markets

Four reasons for caution on a market in transition

Investors are mostly optimistic and seemingly confident of sizable future gains, in spite of historically unfavourable valuations and a number of other risks that are re-emerging.

2017

DECEMBER

19DEC 2017

Markets

Are markets too complacent about the US economy?

The current US economic expansion ranks as the third longest on record and markets seem content to assume it will continue indefinitely. We see scope for growing inflationary forces to surprise markets and precipitate disruption.

01DEC 2017

Markets

Outlook 2018: Multi-manager

It will be important to seek a margin of safety when investing in 2018 as high valuations are widespread and inescapable.

SEPTEMBER

06SEP 2017

Markets

How frightening is quantitative tightening?

We examine some of the potential consequences for markets when the Fed removes the punchbowl of QE. Will it be as boring a process as Janet Yellen hopes?

JUNE

16JUN 2017

Markets

Is it time to focus on capital preservation, rather than capital growth?

We look at the challenge and importance of emphasising capital preservation over capital growth as market risks build.

08JUN 2017

Watch/Listen

60 seconds on switching investments to reflect rising inflation

In this video, Marcus Brookes discusses how different assets might find favour as inflation rises.

FEBRUARY

15FEB 2017

Markets

Trump and the global economy: the good, the bad and the ugly

If President Trump succeeds in eliminating the US trade deficit it would be positive for US growth, but could have concerning consequences for the global economy.