Investment Bulletin: <br>November 2019

Investment Bulletin:
November 2019

Investors are faced with even greater uncertainly than usual, yet there are possible bright spots amid the gloom – and even attractive opportunities to hunt for undervalued assets too.

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Investment Bulletin: <br>September 2019

Investment Bulletin:
September 2019

A healthy US labour market may mean equities have further to go and professionals are also seeing opportunities in the high yield credit market at a time when cash may be seen as too expensive to hold.

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Investment Bulletin: <br>July 2019

Investment Bulletin:
July 2019

Global fiscal policy and the varying firepower of central banks are key themes for investors to ponder this month, while strange moves in the bond and currency markets join equity “valuation potholes” among the risks to watch out for.

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Investment Bulletin: <br>June 2019

Investment Bulletin:
June 2019

Recession risks are rising amid President Trump’s trade wars, and investors will need to weigh up portfolio allocations carefully as conditions change across equities, bonds and commodities.

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Investment Bulletin: <br>April 2019

Investment Bulletin:
April 2019

Eurozone concerns continue while the world looks to signals from the US economy to determine whether recession or merely consolidation is the likelier scenario looking ahead.

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Investment Bulletin: <br>March 2019

Investment Bulletin:
March 2019

Managing risk while also tapping growth opportunities where they exist is a delicate balance – and there are many variables to consider this March.

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Are you taking more investment risk than you think?

Are you taking more investment risk than you think?

There is comfort in the “Balanced portfolio” label, but which assets should be included – and in which proportions – are vexed questions. Many investors could be taking on far more risk than they realise.

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Investment Bulletin: <br>January 2019

Investment Bulletin:
January 2019

Recessionary fears are still top of the agenda as 2019 gets underway, and but canny tweaks to asset allocation may be warranted even if these are overblown. Some also see buying opportunities amid the melee, although some are keeping their powder dry.

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Investment Bulletin: December 2018

Investment Bulletin: December 2018

Fears of recession are front of mind this December, but the bear market case warrants further examination, our experts say. There may also be investment opportunities to take advantage of as volatility stalks the markets.

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