Investment Outlook

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

 

2021

Investment Outlook October 2021

Investment Outlook October 2021

In the October issue, we look at lingering inflation from global supply chain issues. 

Investment Outlook September 2021

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.

Investment Outlook August 2021

Investment Outlook August 2021

Equity investors are taking an optimistic view on global growth, while bond investors remain gloomy. Who is right?

Investment Outlook July 2021

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.

Investment Outlook June 2021

Investment Outlook June 2021

In the June issue, we discuss: if equities are absorbing an inflationary side effect.

Investment Outlook May 2021

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.

Investment Outlook April 2021

Investment Outlook April 2021

In the April issue we discuss seizing an opportunity in equities after the Ides of March.

Investment Outlook March 2021

Investment Outlook March 2021

In the March issue we discuss reflation continuing to drive the equity rally.

Investment Outlook February 2021

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).

Investment Outlook January 2021

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

Investment Outlook December 2020

Investment Outlook December 2020

In the December issue we discuss how the COVID-19 vaccine announcement is a booster for equities over bonds.

Investment Outlook November 2020

Investment Outlook November 2020

In the November issue of Investment Outlook, we discuss how the global economy shows resilience to COVID-19 headwinds.

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

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