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Investment Outlook January 2019
Looking ahead to 2019, the global economy is undergoing pains.
Looking ahead to 2019, the global economy is undergoing pains.
Slow growth in the global economy is leading some speculation that we're heading for recession.
In this month's issue we discuss ongoing political uncertainty, economic risks coming from Italy and delayed trade tariffs on US imports from China.
In this month's issue we discuss lowering risks from Fed monetary tightening and rising US-Chinese geopolitical tensions.
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 the June edition of Investment Outlook: Trade uncertainty returns to drive-up market volatility.
In the July edition of Investment Outlook: Asset performance when the Fed loosens.
In this month's issue we discuss the longest US economic expansion in history.
In this month’s investment outlook, we discuss the likely impact of this new economic order on financial markets and where value lies today.
Interest rate cuts continue to support the global expansion.
In this month's investment outlook, we discuss the rising risk of a progressive left US Democratic presidential candidate.
Looking ahead to 2019, the global economy is undergoing pains.
In the February issue: We look outside the UK for investment returns.
UK stocks recover on lower market expectations of a Labour government under Jeremy Corbyn taking power.
In July's issue: Global equities continue to be led by US tech companies
In August's issue: UK stocks are likely to continue to lag behind their global peers
In Septembers issue: The global economic backdrop favours equities over bonds
In October's issue: A different world since the Global Financial Crisis
In December's issue global equities benefit from the US mid-term elections