Our Chief Investment Office and experts share insights into our house view and macro trends.
For the last six months, economic growth has looked increasingly synchronised around the world. In fact, we’ve enjoyed a steady year so far for investment returns, although high valuations have made it difficult to add more risk to our clients’ portfolios. As such, we have been waiting for a market correction before deploying capital to equities more aggressively.
Last week saw our third annual investment conference hosted at Canada House with a range of expert speakers. Perhaps somewhat surprisingly – in light of the unpredictability of the Trump administration, worries over potential war with North Korea, and the convolutions of Brexit negotiations - the overriding outlook was wholly positive.
Amid all the conjecture surrounding QE we ask: where do the opportunities currently lie for investors?
Geopolitical uncertainty is at the forefront of investors’ minds. First among their concerns is the confrontation between North Korea and the US over Kim Jong-Un’s accelerating nuclear weapons programme.
Citius – Altius – Fortius; Faster – Higher – Stronger In the past, the Olympic motto might easily have been used to describe certain emerging markets, whose faster levels of growth, higher rates of return and stronger economic fundamentals were once seen as an antidote to the travails afflicting the developed world.
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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.