Global Market Perspective
Themes for 2018, slowing global liquidity, the behaviour of inflation and a review of 2017 all feature in this quarter's economic and asset allocation views.
Fund manager and value blogger Nick Kirrage reveals his results in an investment IQ test designed to help investors understand their biases
Economic and Strategy Viewpoint
We review what happened in markets and the global economy in 2017, when political risk failed to stifle asset price exuberance. We also highlight our themes for 2018.
In the first infographic of 2018 we review the themes that dominated the global economy over the last 12 months and provide an outlook for the year ahead.
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.
Reliable income is much harder to find now than in the past. We examine the reasons for this and look at how asset managers can help investors achieve sustainable higher income.