Outlooks 2017

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25JAN 2017

Outlook 2017: Emerging market debt relative

2017 may prove a challenging year with consensus expecting a firm US dollar; however any change to this view could see a considerable rally and fundamentals for many emerging markets have improved.

2017

JANUAR

05JAN 2017

Videos

60 seconds with Rory Bateman on equity drivers in 2017

Rory Bateman highlights three key themes likely to drive European equity performance in the year ahead.

04JAN 2017

Videos

60 seconds with Duncan Owen on real estate's prospects in 2017

Duncan Owen looks at where the winning cities for real estate investors in Asia and Europe are likely to be.

2016

DEZEMBER

23DEZ 2016

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Outlook 2017: US small & mid cap equities

It remains to be seen what President-elect Donald Trump will actually do but his victory does seem to argue for investments in more US-centric parts of the market. We do believe he will achieve many of his goals but they seem to be close to fully priced in.

23DEZ 2016

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Outlook 2017: US equities

We are constructive on the outlook for US equities given stable economic growth, predicated on sustained strength in the consumer whose forward propensity to spend appears strong.

22DEZ 2016

Videos

60 seconds with Alex Tedder on global equity opportunities in 2017

Alex Tedder explains how Donald Trump's policies could affect global stockmarkets in 2017.

22DEZ 2016

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Outlook 2017: Greater China equities

Despite policy uncertainty, the region still offers promising long-term opportunities.

20DEZ 2016

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Outlook 2017: Emerging market debt (absolute return)

In the challenging bond environment of 2017, selected local currency government bonds could offer the best opportunities to generate attractive returns within the asset class. An investment approach combining flexibility, selectivity and downside protection, however, is crucial.