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 […]
Read Article This month: Caution warranted as changing contexts await A cautious stance looks increasingly wise. Economic momentum builds for the eurozone. Central bank action carefully watched. Challengers to US tech giants come to the fore. Featuring this month’s experts: 2017 has been a tumultuous year in geopolitical terms, but bar a few economic blips, the bull […]
Read Article This month: Markets ride high despite geopolitical turmoil UK political uncertainty becomes worrisome. The macroeconomic backdrop for equity markets shifts. Risk management comes to the fore. Emerging markets build their allure . Featuring this month’s experts: We are now eight years into a historic bull market, with many seeing conditions remaining broadly supportive for equities. […]
Read Article This month: Bull market celebrates its centenary Bull market celebrates its centenary. 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: Rock-bottom interest rates continue and returns from traditional asset classes are expected to be subdued in the second half. […]
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