Bank shares have been supported by expectations of higher interest rates but these could take some time to materialise. We prefer banks that are less reliant on the rate backdrop and note UK banks look attractive for patient investors.
Global Market Perspective
In the latest economic and asset allocation views covering Q3 2017 we ask if investors have become complacent, review mid-year markets and look at the historical market impact of presidential impeachments.
We highlight a few of the charts we found interesting this month, including a roundup of stockmarkets, a warning to bulls and a global infrastructure deficit .
As the FTSE 100 undergoes another quarterly change, we look back at what happened to the iconic names of yesteryear – and why it’s important for investors to understand the transformation.
On the first anniversary of the historic vote to leave the European Union, we look at the impact the referendum has had on the UK from an economic, fixed income and equity perspective.
We look at the challenge and importance of emphasising capital preservation over capital growth as market risks build.
The period following Brexit is likely to be turbulent for the FTSE but there will be opportunities to buy cheap stocks.