Market views

02JAN 2019

Markets

Why oil could bounce back in 2019

Following the recent oil price plunge, we look at the outlook for oil supply and demand in the coming year.

2018

DECEMBER

28DEC 2018

Markets

Our multi-asset views for December 2018

In our latest monthly update we discuss rising market volatility, our upgrade to gold and bonds as a diversifier.

24DEC 2018

Markets

Financial markets 2018: the year in review

2018 proved a tricky year for investors with asset prices across the board falling. Here’s a rundown of what happened and why.

19DEC 2018

Markets

Why 2019 might be a better year for investors

After the disappointment of 2018, Chief Executive Peter Harrison rounds up the factors our fund managers think could lead to a brighter year ahead.

18DEC 2018

Markets

Outlook 2019: China equities

We are taking a defensive stance, staying underweight to the technology sector, while emphasising domestically-focused areas of the market and those with long-term growth trends.

16DEC 2018

Markets

Outlook 2019: Global convertibles

Convertible bonds currently appear fairly defensive relative to history with valuations looking particularly attractive in Asia.

14DEC 2018

Markets

Outlooks 2019: Emerging markets debt relative

Emerging markets debt yields are at levels which rival reasonable forward expectations for equities in 2019. In our view, a true catalyst for additional price gains will likely be a lower US dollar.

13DEC 2018

Markets

Outlook 2019: Global credit

Valuations have become more attractive and fundamentals are reasonably positive. But a period of transition looms, with central bank support being withdrawn and government bonds now offering a more compelling alternative than they have in many years.

07DEC 2018

Markets

Outlook 2019: Asian ex Japan equities

A tumultuous 2018 has left Asian equities significantly cheaper and presenting selective opportunities, but investors need to tread carefully. Four of our Asian equity managers explain why.

07DEC 2018

Markets

Outlook 2019: Japanese equities

Japanese companies continue to respond positively to the improving domestic conditions as they begin to regain some pricing power after almost two decades of deflation.