04 Oct 2021
Investment Outlook October 2021The seeds of today’s US monetary policy were sown 50 years ago when President Nixon took the US off the gold standard.
03 Sep 2021
Investment Outlook September 2021The seeds of today’s US monetary policy were sown 50 years ago when President Nixon took the US off the gold standard.
05 Aug 2021
Investment Outlook August 2021Equity investors are taking an optimistic view on global growth, while bond investors remain gloomy. Who is right?
05 Jul 2021
Investment Outlook July 2021Though 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.
11 Jun 2021
Investment Outlook June 2021In the June issue, we discuss: if equities are absorbing an inflationary side effect.
10 May 2021
Investment Outlook May 2021In the May issue: we explain why inflation may run hotter for some time, but should move back later in the year.
09 Apr 2021
Investment Outlook April 2021In the April issue we discuss seizing an opportunity in equities after the Ides of March.
08 Mar 2021
Investment Outlook March 2021In the March issue we discuss reflation continuing to drive the equity rally.
08 Feb 2021
Investment Outlook February 2021In 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).
22 Jan 2021
Getting match fit and battle ready for 202122/01/2021 - It has been great to see many businesses adapt and thrive throughout the pandemic, while for those facing ongoing uncertainty and challenges, the roll-out of the Covid vaccines now provides some welcome light at the end of the tunnel.
12 Jan 2021
Reaching for the stars: a sustained rally in Hong Kong-listed stocks?12/01/21 - China’s first solo mission to explore Mars is set to begin in February when its Tianwen-1 probe reaches the red planet’s orbit ahead of an eventual landing of a rover on the surface. Hong Kong-listed equities could also reach for the stars this year. This includes both Hong Kong domestic (i.e. the Hang Seng index or HSI) and Chinese-focused companies (Hang Seng China Enterprises Index or HSCEI) indices. Our optimism is predicated on three factors.
07 Jan 2021
Investment Outlook January 2021In the January issue we look back on a tumultuous year and discuss the opportunities for the year ahead.
07 Dec 2020
Investment Outlook December 2020In the December issue we discuss how the COVID-19 vaccine announcement is a booster for equities over bonds.
03 Dec 2020
COVID-19 may have taken the sting out of a potential no deal Brexit tale03/12/20 - ‘No deal’ is not on many people’s Christmas list but, given cheap valuations for both equities and sterling, it may not be quite as disastrous for investors as some have suggested.
27 Nov 2020
The debt problem27/11/2020 - Until March 2020, the UK economy was strong and low interest rates meant that inexpensive finance was readily available, so businesses geared up to enjoy growth and success. We now see a sudden reversal of fortunes, with Brexit and COVID-19 uncertainty continuing to test resilience and ability to repay.
11 Nov 2020
Investment Outlook November 2020In the November issue of Investment Outlook, we discuss how the global economy shows resilience to COVID-19 headwinds.