Article
Investment Outlook March 2022
In the March issue, we look at market fragility and the ‘great rotation’ as bond yields rise. We also consider whether Asia could surprise investors in the Year of the Tiger.
Find all of our insightful Investment Outlook articles for the past 3 years in one convenient location.
2022
Article
Investment Outlook February 2022
In the February issue, we look at why it’s been a rocky start to the year for stock markets. Can stimulus from the Chinese government reverse the tide for global stock markets?
Article
Investment Outlook January 2022
In the January issue, we discuss whether the strong economic recovery seen in 2021 will be sustained into 2022, or whether inflationary pressures and high valuations will derail stock markets.
2021
Article
Investment Outlook December 2021
In the December issue, we look at how central banks are responding to global economic recovery and mounting inflationary pressures.
Article
Investment Outlook November 2021
In the November issue, we assess the likelihood of stagflation and the potential consequences for stock markets.
Article
Investment Outlook October 2021
In the October issue, we look at lingering inflation from global supply chain issues.
Article
Investment Outlook September 2021
The seeds of today’s US monetary policy were sown 50 years ago when President Nixon took the US off the gold standard.
Article
Investment Outlook August 2021
Equity investors are taking an optimistic view on global growth, while bond investors remain gloomy. Who is right?
Article
Investment Outlook July 2021
Though the global growth spurt may peak sometime this year, in this month’s Investment Outlook, we suggest the fundamental backdrop for equities remains positive. Private consumption, the driving force for the GDP expansion and company earnings, is underpinned by healthy finances.
Article
Investment Outlook June 2021
In the June issue, we discuss: if equities are absorbing an inflationary side effect.
Article
Investment Outlook May 2021
In the May issue: we explain why inflation may run hotter for some time, but should move back later in the year.
Article
Investment Outlook April 2021
In the April issue we discuss seizing an opportunity in equities after the Ides of March.
Article
Investment Outlook March 2021
In the March issue we discuss reflation continuing to drive the equity rally.
Article
Investment Outlook February 2021
In the February issue we discuss: optimistic equity investors are positioned for a successful vaccine rollout and rising US inflation is a boon for “value” markets (e.g. the UK & emerging markets).
Article
Investment Outlook January 2021
In the January issue we look back on a tumultuous year and discuss the opportunities for the year ahead.
Previous editions
2020
Article
Investment Outlook December 2020
In the December issue we discuss how the COVID-19 vaccine announcement is a booster for equities over bonds.
Article
Investment Outlook November 2020
In the November issue of Investment Outlook, we discuss how the global economy shows resilience to COVID-19 headwinds.
Article
Investment Outlook October 2020
In the October issue of Investment Outlook, we discuss: how COVID-19 continues to drive market risk.
Article
Investment Outlook September 2020
In the September issue of Investment Outlook, we discuss: an improving UK economic outlook, but with labour market uncertainty.
Article
Investment Outlook August 2020
In the August issue of Investment Outlook, we discuss: Growing attractiveness of non-US markets.
Article
Investment Outlook July 2020
In the July issue of Investment Outlook, we discuss: how a new business cycle is starting.
Article
Investment Outlook June 2020
In the June issue of Investment Outlook, we discuss: the post-Brexit transition period extension talks with the EU are a short-term risk for sterling
Article
Investment Outlook May 2020
In the May issue of Investment Outlook, we discuss: Looking for recovery after the coronavirus sell-off
Article
Investment Outlook April 2020
In this month's Investment Outlook, we discuss the rising market risks from the coronavirus outbreak.
Article
Investment Outlook March 2020
In the March issue of Investment Outlook, we discuss: Coronavirus may delay the global economic recovery, but not derail it.
Article
Investment Outlook February 2020
In the February issue of Investment Outlook we discuss: geopolitical risks from the Middle East.
