Economies & markets
Our Chief Investment Office and experts share insights into our house view and macro trends.
In the US at least, upward market moves of the magnitude we have seen this year are unusual, especially when they are not preceded by a more significant correction (or market fall) than the one which occurred in the final quarter of 2018. Hence, we remain somewhat more cautious than of late.
The US Federal Reserve (Fed) all but promised to cut interest rates at its most recent meeting, even hinting at ’further accommodation’ to follow. With interest rates a major determinant of equity valuations, shares have since soared in celebration of the implicit pledge.
‘Diversity’ and ‘inclusion’ are no longer just buzzwords. In this article, Patrick Thomas, Head of ESG Investments explains why both can improve company culture, performance and even national GDP, and how we at CGWM assess D&I factors when investing on behalf of clients.
If investment firms had been asked a few years ago: ‘Should we pay attention to politicians?’ the chances are they would have answered ‘No’. Can we continue to say this with impunity?
As wealth managers, we think about the future – whether it’s helping our clients to plan for old age or investing in companies that will still be profitable in 30 years’ time.
Having said earlier in the year that 'it should be remembered there are still some significant obstacles to overcome', we are not wholly surprised that the US-China trade war has escalated again, sparking investor nervousness. There are many unverifiable issues surrounding the trade war. There are, however, certain things we can surmise to help investors navigate the current uncertainty.
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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.