Article
Investment Outlook October 2020
In the October issue of Investment Outlook, we discuss: how COVID-19 continues to drive market risk.
Find all of our insightful Investment Outlook articles for the past 3 years in one convenient location.
2020
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.
2019
Article
Investment Outlook November 2019
In this month's investment outlook, we discuss the rising risk of a progressive left US Democratic presidential candidate.
Article
Investment Outlook October 2019
Interest rate cuts continue to support the global expansion.
Article
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.
Article
Investment Outlook August 2019
In this month's issue we discuss the longest US economic expansion in history.
Article
Investment Outlook July 2019
In the July edition of Investment Outlook: Asset performance when the Fed loosens.
Article
Investment Outlook June 2019
In the June edition of Investment Outlook: Trade uncertainty returns to drive-up market volatility.
Article
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.
Article
Investment Outlook April 2019
In this month's issue we discuss lowering risks from Fed monetary tightening and rising US-Chinese geopolitical tensions.
Article
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.
Article
Investment Outlook February 2019
Slow growth in the global economy is leading some speculation that we're heading for recession.
Article
Investment Outlook January 2019
Looking ahead to 2019, the global economy is undergoing pains.
Previous editions
2018
Article
Investment Outlook December 2018
In December's issue global equities benefit from the US mid-term elections
Article
Investment Outlook October 2018
In October's issue: A different world since the Global Financial Crisis
Article
Investment Outlook September 2018
In Septembers issue: The global economic backdrop favours equities over bonds
Article
Investment Outlook August 2018
In August's issue: UK stocks are likely to continue to lag behind their global peers
Article
Investment Outlook July 2018
In July's issue: Global equities continue to be led by US tech companies
Article
Investment Outlook June 2018
UK stocks recover on lower market expectations of a Labour government under Jeremy Corbyn taking power.
Article
Investment Outlook February 2018
In the February issue: We look outside the UK for investment returns.
Article
Investment Outlook January 2018
Looking ahead to 2019, the global economy is undergoing pains.