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Recent articles
Investment Update – May 2017
In assessing prospects for markets, investors remain understandably focused on political risks: there are political outcomes in the US, Europe, and Asia that could well invite a more pessimistic outlook this year but economic fundamentals should not be ignored.
Investment Update – April 2017
Solid global economic growth is expected in 2017. However, political uncertainties could create turbulence and any expectations of further economic stimulus may be optimistic. Improving economic growth will generally support equities and challenge bonds, because this growth is now more “traditional” in nature…
Investment Update – March 2017
Looking back on 2016, two events stand out: Brexit and the US presidential election. In both cases, polls on results were wrong, but sharemarkets still defied expectations – and rose. In 2017, we expect US politics and policies will again play a major role in driving markets and creating volatility. In addition now, accelerating world growth and inflation, a stronger US dollar and a resurgent commodity cycle confound the investment outlook.
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