Investment Outlook

Find all of our insightful Investment Outlook articles for the past 3 years in one convenient location.

 

2020

Investment Outlook October 2020

Investment Outlook October 2020

In the October issue of Investment Outlook, we discuss: how COVID-19 continues to drive market risk.

Investment Outlook September 2020

Investment Outlook September 2020

In the September issue of Investment Outlook, we discuss: an improving UK economic outlook, but with labour market uncertainty.

Investment Outlook August 2020

Investment Outlook August 2020

In the August issue of Investment Outlook, we discuss: Growing attractiveness of non-US markets.

Investment Outlook July 2020

Investment Outlook July 2020

In the July issue of Investment Outlook, we discuss: how a new business cycle is starting.

Investment Outlook June 2020

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 

Investment Outlook May 2020

Investment Outlook May 2020

In the May issue of Investment Outlook, we discuss: Looking for recovery after the coronavirus sell-off

Investment Outlook April 2020

Investment Outlook April 2020

In this month's Investment Outlook, we discuss the rising market risks from the coronavirus outbreak.

Investment Outlook March 2020

Investment Outlook March 2020

In the March issue of Investment Outlook, we discuss: Coronavirus may delay the global economic recovery, but not derail it.

Investment Outlook February 2020

Investment Outlook February 2020

In the February issue of Investment Outlook we discuss: geopolitical risks from the Middle East.

Investment Outlook January 2020

Investment Outlook January 2020

Clearing macro clouds provide 2020 vision for equities

2019

Investment Outlook December 2019

Investment Outlook December 2019

It's all about company earnings growth in 2020

Investment Outlook November 2019

Investment Outlook November 2019

In this month's investment outlook, we discuss the rising risk of a progressive left US Democratic presidential candidate. 

Investment Outlook October 2019

Investment Outlook October 2019

Interest rate cuts continue to support the global expansion.

Investment Outlook September 2019

Investment Outlook September 2019

In this month’s investment outlook, we discuss the likely impact of this new economic order on financial markets and where value lies today.

Investment Outlook August 2019

Investment Outlook August 2019

In this month's issue we discuss the longest US economic expansion in history.

Investment Outlook July 2019

Investment Outlook July 2019

In the July edition of Investment Outlook: Asset performance when the Fed loosens.

Investment Outlook June 2019

Investment Outlook June 2019

In the June edition of Investment Outlook: Trade uncertainty returns to drive-up market volatility.

Investment Outlook May 2019

Investment Outlook May 2019

Political risks are likely to remain a drag on relative UK equity performance but there are reasons to be cheerful over US company earnings and equities.

Investment Outlook April 2019

Investment Outlook April 2019

In this month's issue we discuss lowering risks from Fed monetary tightening and rising US-Chinese geopolitical tensions.

Investment Outlook March 2019

Investment Outlook March 2019

In this month's issue we discuss ongoing political uncertainty, economic risks coming from Italy and delayed trade tariffs on US imports from China.

Investment Outlook February 2019

Investment Outlook February 2019

Slow growth in the global economy is leading some speculation that we're heading for recession.

Investment Outlook January 2019

Investment Outlook January 2019

Looking ahead to 2019, the global economy is undergoing pains.

 

Previous editions

 

2018

Investment Outlook December 2018

Investment Outlook December 2018

In December's issue global equities benefit from the US mid-term elections

Investment Outlook November 2018

Investment Outlook November 2018

In November's issue: Market volatility returns

Investment Outlook October 2018

Investment Outlook October 2018

In October's issue: A different world since the Global Financial Crisis

Investment Outlook September 2018

Investment Outlook September 2018

In Septembers issue: The global economic backdrop favours equities over bonds

Investment Outlook August 2018

Investment Outlook August 2018

In August's issue: UK stocks are likely to continue to lag behind their global peers

Investment Outlook July 2018

Investment Outlook July 2018

In July's issue: Global equities continue to be led by US tech companies

Investment Outlook June 2018

Investment Outlook June 2018

UK stocks recover on lower market expectations of a Labour government under Jeremy Corbyn taking power.

Investment Outlook May 2018

Investment Outlook May 2018

Global equities have recovered from oversold levels

Investment Outlook April 2018

Investment Outlook April 2018

Market concerns over European politics

Investment Outlook March 2018

Investment Outlook March 2018

Market volatility is a classic mid-cycle tantrum

Investment Outlook February 2018

Investment Outlook February 2018

In the February issue: We look outside the UK for investment returns. 

Investment Outlook January 2018

Investment Outlook January 2018

Looking ahead to 2019, the global economy is undergoing pains.