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Find all of our Investment Outlook articles for the past two-years in one convenient location. You can also download a PDF version of each report by clicking the below links.
Investment Strategist, Investment management
Clearing macro clouds provide 2020 vision for equities
It's all about company earnings growth in 2020
In this month's investment outlook, we discuss the rising risk of a progressive left US Democratic presidential candidate.
Interest rate cuts continue to support the global expansion.
In this month’s investment outlook, we discuss the likely impact of this new economic order on financial markets and where value lies today.
In this month's issue we discuss the longest US economic expansion in history.
In the July edition of Investment Outlook: Asset performance when the Fed loosens.
In the June edition of Investment Outlook: Trade uncertainty returns to drive-up market volatility.
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.
In this month's issue we discuss lowering risks from Fed monetary tightening and rising US-Chinese geopolitical tensions.
In this month's issue we discuss ongoing political uncertainty, economic risks coming from Italy and delayed trade tariffs on US imports from China.
Slow growth in the global economy is leading some speculation that we're heading for recession.
Looking ahead to 2019, the global economy is undergoing pains.
In December's issue global equities benefit from the US mid-term elections
In November's issue: Market volatility returns
In October's issue: A different world since the Global Financial Crisis
In Septembers issue: The global economic backdrop favours equities over bonds
In August's issue: UK stocks are likely to continue to lag behind their global peers
In July's issue: Global equities continue to be led by US tech companies
UK stocks recover on lower market expectations of a Labour government under Jeremy Corbyn taking power.
Global equities have recovered from oversold levels
Market concerns over European politics
Market volatility is a classic mid-cycle tantrum
In the February issue: We look outside the UK for investment returns.