135 insights found
14 February 2020
Love and life
The natural world is something that we can’t always control. Extreme weather and epidemics are now real threats to the functioning of society and economies. Up front is the coronavirus and its impact ...
07 February 2020
Can you rely on bonds?
The nirvana of long-term investing is high returns and low volatility. In core markets, higher returns come from equities, driven by economic growth.
31 January 2020
The opportunity set
Investors are rightly concerned about the coronavirus. We don’t have the ability to judge how long the epidemic will last and how bad it will get.
24 January 2020
The logic of responsible investing comes from its appeal “of doing the right thing”. If responsible investing reduces risks and contributes to better outcomes, then it is beneficial to individuals an ...
17 January 2020
It’s been a very solid start to the year. The “risk” dial has been turned down and investors seem happy to be in the momentum trade. The Q4 earnings season is underway and the optimists will point to ...
10 January 2020
Growth better, returns maybe not
Lower global interest rates and renewed central bank balance sheet growth helped deliver great returns across bonds and equities in 2019.
13 December 2019
Into the roaring 20s?
Together with today’s decisive UK Election result and better prospects for a trade deal between the US and China, it’s a risk-on end to the year. It’s hard to believe that the global economy continue ...
06 December 2019
A view from the markets – UK set for stability
Politics will remain a key driver of market volatility in the coming year given a new UK government, the US election and potential political change in Germany. Yet beyond these events, the medium-ter ...
29 November 2019
A view from the markets – Taking the temperature
The consensus expectation is for flat line growth in the major economies. Investor expectation is that, short term, things get better.