22DEC 2016


Outlook 2017: Greater China equities

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

19DEC 2016


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


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


Outlook 2017: Emerging market equities

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

13DEC 2016


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


Outlook 2017: Global equities

In what is likely to be a volatile 2017 for markets, there should be plenty of opportunities for global stockpickers as the cyclical upswing continues.

05DEC 2016


How low rates affect stockmarket returns

History offers lessons on how low rates - and equity market valuations – might affect returns

02DEC 2016


Outlook 2017: Japanese equities

In common with other equity markets, the outlook for Japan in 2017 has become slightly more complicated following the US presidential election.

01DEC 2016


Outlook 2017: European equities

2017 could be a volatile year for European equities but this can create significant investment opportunities, particularly as earnings look poised to improve.


28NOV 2016


Can the emerging markets revival continue?

Our panel of experts reflect on the revival seen in emerging markets this year, and discuss whether it is set to continue in 2017 in the wake of the recent US presidential election result.