Equities

05JAN 2017

Watch/Listen

60 seconds with Rory Bateman on equity drivers in 2017

Rory Bateman highlights three key themes likely to drive European equity performance in the year ahead.

2016

DECEMBER

23DEC 2016

Markets

Outlook 2017: US small & mid cap equities

It remains to be seen what President-elect Donald Trump will actually do but his victory does seem to argue for investments in more US-centric parts of the market. We do believe he will achieve many of his goals but they seem to be close to fully priced in.

23DEC 2016

Markets

Outlook 2017: US equities

We are constructive on the outlook for US equities given stable economic growth, predicated on sustained strength in the consumer whose forward propensity to spend appears strong.

22DEC 2016

Watch/Listen

60 seconds with Alex Tedder on global equity opportunities in 2017

Alex Tedder explains how Donald Trump's policies could affect global stockmarkets in 2017.

22DEC 2016

Markets

Outlook 2017: Greater China equities

Despite policy uncertainty, the region still offers promising long-term opportunities.

19DEC 2016

Markets

Outlook 2017: Asia ex Japan equities

Select long-term opportunities are still present in the region as we prepare to "expect the unexpected" in 2017.

19DEC 2016

Markets

What next for the FTSE 100?

The FTSE 100 hit a new all-time peak in 2016, but how expensive are UK shares and what could investors expect for 2017?

16DEC 2016

Markets

Outlook 2017: Emerging market equities

The outlook for emerging markets is positive but uncertain global politics will potentially increase market volatility.

13DEC 2016

Markets

Outlook 2017: UK equities (business cycle)

We remain in the slowdown phase of an extended business cycle, but the unexpected events of 2016 have prompted us to take a slightly more balanced view of the end of this cycle.

06DEC 2016

Markets

Monthly markets review - November 2016

A review of markets in November 2016 when the US presidential election dominated events.