This month: Bull market celebrates its centenary Bull markets enters its 100th month. Investors brace for a more challenging second half. Financials challenge technology stocks. Signs emerge for a “changing of the guard”. Featuring this month’s experts: The first half of 2017 closed amid rising geopolitical tensions and market volatility – meaning a heightened focus […]
Read Article This month: The year of the “fade trade”? Markets unsettled by UK macro-political risk. Growth concerns augur subdued second half. Diversification becomes ever-more urgent. Non-sterling exposure seems wise. Featuring this month’s experts: The shock UK General Election result has manifold implications for sterling, inflation and FTSE companies, while the US and Europe should also be […]
Read Article This month: Equities remain the only show in town Equity and bond markets stay high. On balance, equities still seem a good bet. Investors ponder global growth rates. Company fundamentals gain greater import. Featuring this month’s experts: Stock markets may be riding high, but wealth managers are tempering their equities enthusiasm carefully. Here, leading professional […]
Read Article This month: Value opportunities emerge Risk assets tipped to rise even higher. Government bonds an attractive defensive play. European equities looking attractive. UK and Japan represent good value. Featuring this month’s experts: Equities are the asset class on everyone’s lips, yet “betting the house” could be unwise. Here, leading professional investment managers tell us a little about […]
Read Article