Global Market Perspective
Our latest economic and asset allocation views include a review of a turbulent year for markets, a look ahead to key themes for 2019, and a note on investment implications as the US cycle approaches the slowdown phase.
After the disappointment of 2018, Chief Executive Peter Harrison rounds up the factors our fund managers think could lead to a brighter year ahead.
As stock markets fell in October, bond yields rose – bucking a long term trend. This has significant implications for how investors look at diversification.
Evidence is accumulating that the market leadership of growth stocks is now fracturing. If true, it could herald a dramatic reversal in many of the trends of recent years.