Investment Bulletin:
April 2018
Market volatility has really reared its head recently, alongside the spectre of global trade protectionism. But hopes for global growth remain buoyant…
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Investment Bulletin:
Investment Bulletin:
March 2018
This month: Markets hit with a mid-cycle tantrum No meaningful rise in US inflation raises questions. Hopes rise for a solid roadmap for Brexit. Global growth looks set to continue. A classic “mid-cycle tantrum” emerges. Featuring this month’s experts: Economic and political developments have triggered significant market volatility which may have investors alarmed, but arguably […]
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February 2018
This month: Market sell-off shocks investors out of complacency Markets adjust to the shifting stance of central banks. Opinion divides over the fate of fixed income. Bond market sell-off nonetheless seen as fairly orderly. Weaknesses in portfolios become exposed. Featuring this month’s experts: Earlier in the month, unexpectedly strong US wage growth figures pushed US […]
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January 2018
This month: Global growth set against burgeoning geopolitical risks Big moves seen across most equity markets. Positive signs for strengthening global economy. Reduction of central bank balance sheets and liquidity raise concerns. Growing geopolitical risk tempers optimism. Featuring this month’s experts: Investors have good reason to be optimistic about 2018’s prospects, but this should be […]
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