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: Investors question continued bull market Nerves jangle over aged bull market. Volatility becomes questionable as a risk measure. Confidence in India’s growth story builds. UK savers brace for low cash rates to continue. Featuring this month’s experts: The Bank of England has raised the official bank rate to 0.5%, yet we are still […]
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. […]
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