Market views

Highlight

Economics

06DEC 2018

Outlook 2019: UK equities

Investors have shunned UK equities as a result of uncertainty related to Brexit. Against this backdrop, UK equities fund managers Sue Noffke and Andy Brough explain how they’re looking at the market heading into 2019.

Economics

05DEC 2018

2018

NOVEMBER

22NOV 2018

Economics

Inescapable investment truths for the decade ahead

Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.

16NOV 2018

Economics

Brexit: UK economic outlook hinges on May selling deal

We think the risk of a no-deal Brexit should mean Theresa May gets her deal through parliament. If not, the UK risks a recession next year.

13NOV 2018

Economics

Six reasons you should care about share buybacks

Share buybacks have fundamentally altered the investment landscape over recent years. This has long term consequences which investors need to be aware of.

07NOV 2018

Economics

US midterm elections: Is gridlock good?

Quickview: The US midterms have, as expected, seen the Democrats take the House with the Republicans holding the Senate. Our investment experts consider the implications for fiscal policy, trade, and the 2020 presidential election.

OCTOBER

25OCT 2018

Economics

Market falls: cause for alarm or calm?

It’s been a torrid period for stock markets recently. We examine what’s been happening and find out why some investors think it could be a time of opportunity.

10OCT 2018

Economics

Politics and portfolios: how investors are adapting to a new normal

Politics is moving markets like never before. So how are fund managers adjusting?

05OCT 2018

Economics

Brexit: 23 answers to investors’ questions

There remains much uncertainty as negotiations between the UK and EU enter a crucial stage. Sue Noffke, UK equities fund manager, provides some clarity for investors.