Equities

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Market Views: Equities

15DEC 2017

What does record-high German business confidence mean for stocks?

We look at what the Ifo index tells us about German business sentiment and the prospects for equities.

Market Views: Equities

13DEC 2017

2017

DECEMBER

11DEC 2017

Market Views: Equities

Outlook 2018: Greater China equities

Following a strong performance in 2017, what does 2018 hold in store for Greater China equities?

07DEC 2017

Markets

Outlook 2018: US equities

US equities continue to look fundamentally supported, but investors must be aware that risks are more complicated, and more numerous, than weaker economic growth.

07DEC 2017

Market Views: Equities

Outlook 2018: US small and mid cap equities

Our US small and mid cap team is cautiously optimistic on the outlook for markets in 2018 against a more certain backdrop for economic growth.

07DEC 2017

Market Views: Equities

Outlook 2018: Asian ex Japan equities

A supportive global backdrop for Asian stocks means broader secular trends will continue to play out in 2018.

05DEC 2017

Market Views: Equities

Outlook 2018: Emerging market equities

We believe the outlook for emerging market equities remains positive, albeit we expect returns to be more modest in 2018.

04DEC 2017

Market Views: Equities

Outlook 2018: UK equity income

A flexible and pragmatic approach will be required as strategies which have been effective over the past five years may be less likely to perform in the next few years.

04DEC 2017

Market Views: Equities

Outlook 2018: European equity income

As inflation returns investors will need a very different portfolio to the one that has served well over the past few years.