Outlooks 2018

04DEC 2017

Economics

Outlook 2018: European equity income

As inflation returns investors will need a very different portfolio to the one that has served well over the past few years.

04DEC 2017

Economics

Outlook 2018: Japanese equities

The policy environment for Japanese companies looks favourable for the year ahead, although external risks remain.

04DEC 2017

Economics

Outlook 2018: European equities

We see scope for positive progress in 2018 as corporate profitability improves, inflation remains low and stock fundamentals become more important in driving share prices.

04DEC 2017

Economics

Outlook 2018: Global equities

The coming year is likely to be a positive for one for global equities but there are risks, and with valuations at relative highs there is little margin for investor error.

01DEC 2017

Economics

Outlook 2018: Multi-asset

We are focused on generating returns while the going is good, but also remain alert to any sign that the benign backdrop may be changing.

01DEC 2017

Economics

Outlook 2018: Multi-manager

It will be important to seek a margin of safety when investing in 2018 as high valuations are widespread and inescapable.

01DEC 2017

Economics

Outlook 2018: Global economy

In the first part of our series of articles assessing the outlook for next year, Keith Wade discusses whether the Goldilocks combination of strong growth and low inflation can continue in 2018.