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

Markets

Monthly markets review - November 2017

A look back on markets in November when US equities led the advance.

07DEC 2017

Markets

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

Markets

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

Markets

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

Markets

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

Markets

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.

04DEC 2017

Markets

Outlook 2018: Japanese equities

The policy environment for Japanese companies looks favourable for the year ahead, although external risks remain.

04DEC 2017

Markets

Outlook 2018: European equities

We see scope for positive progress in 2018 as corporate profitability improves, inflation remains low and stock fundamentals become more important in driving share prices.

04DEC 2017

Markets

Outlook 2018: Global equities

The coming year is likely to be a positive for one for global equities but there are risks, and with valuations at relative highs there is little margin for investor error.