Find all of our insightful Investment Outlook articles for the past 3 years in one convenient location.
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.
In the June issue, we discuss: if equities are absorbing an inflationary side effect.
In the May issue: we explain why inflation may run hotter for some time, but should move back later in the year.
In the April issue we discuss seizing an opportunity in equities after the Ides of March.
In the March issue we discuss reflation continuing to drive the equity rally.
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).
In the January issue we look back on a tumultuous year and discuss the opportunities for the year ahead.
In the December issue we discuss how the COVID-19 vaccine announcement is a booster for equities over bonds.
In the November issue of Investment Outlook, we discuss how the global economy shows resilience to COVID-19 headwinds.
In the October issue of Investment Outlook, we discuss: how COVID-19 continues to drive market risk.
In the September issue of Investment Outlook, we discuss: an improving UK economic outlook, but with labour market uncertainty.
In the August issue of Investment Outlook, we discuss: Growing attractiveness of non-US markets.
In the July issue of Investment Outlook, we discuss: how a new business cycle is starting.
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
In the May issue of Investment Outlook, we discuss: Looking for recovery after the coronavirus sell-off
In this month's Investment Outlook, we discuss the rising market risks from the coronavirus outbreak.
In the March issue of Investment Outlook, we discuss: Coronavirus may delay the global economic recovery, but not derail it.
In the February issue of Investment Outlook we discuss: geopolitical risks from the Middle East.
