Perspective

Highlight

Markets

02JUL 2019

Why I’m backing a consumer comeback in Europe

The outlook for Europe may be less gloomy than many investors think.

2018

DECEMBER

12DEC 2018

Markets

Outlook 2019: Multi-asset

The traffic light for investing is turning from green to amber, but it's not time to slam on the brakes just yet.

11DEC 2018

Markets

Outlook 2019: European commercial real estate

Demand for European commercial real estate is underpinned by an increase in technology and professional service jobs

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.

10DEC 2018

Markets

Outlook 2019: Income

Sustainable higher income remains a top priority for investors in 2019 but will still be hard to find, even as interest rates rise.

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.

05DEC 2018

Economie

Outlook 2019: Global economy

We forecast global growth to slow in 2019 and the dollar looks set to weaken with US interest rates peaking mid-year.