Equities

14DEC 2018

Markets

Outlook 2019: Emerging markets equities

Key potential catalysts for emerging markets performance in 2019 are US dollar weakness, a better-than-expected outcome in US-China trade relations and an easing in Chinese growth concerns.

14DEC 2018

Markets

Brexit the top concern for UK end clients

A recent survey of UK financial advisers has exposed the depth of domestic investors’ Brexit concerns, while suggesting investment in UK equities could pick up again in 2019.

13DEC 2018

Markets

Outlook 2019: US equities

We believe that US earnings growth will slow in 2019, but we think the more challenging corporate environment may provide a rich backdrop for stockpickers.

11DEC 2018

Economics

How the Brexit delay has moved markets – and what it means for the economy

As Theresa May meets European leaders seeking a better Brexit deal, the UK economy heads for a period of heightened uncertainty and stagflation.

10DEC 2018

Markets

Outlook 2019: Sustainability

The next few years will see rising physical losses from climate-related events, higher taxes to combat intergenerational inequality and tougher conditions for over-levered corporates.

07DEC 2018

Markets

Outlook 2019: Asian ex Japan equities

A tumultuous 2018 has left Asian equities significantly cheaper and presenting selective opportunities, but investors need to tread carefully. Four of our Asian equity managers explain why.

07DEC 2018

Markets

Outlook 2019: Japanese equities

Japanese companies continue to respond positively to the improving domestic conditions as they begin to regain some pricing power after almost two decades of deflation.

06DEC 2018

Markets

Monthly markets review - November 2018

Global equities posted modest gains in November but trade wars and growth worries remained clouds on the horizon.

06DEC 2018

Markets

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.

06DEC 2018

Markets

Outlook 2019: European equities

European equities may remain volatile in 2019 but this can open up opportunities for investors seeking out under-valued companies.