US in 'tightening' mode
Global equity markets are closing in on the tenth anniversary of the global financial crisis.
Inflationary pressures in Europe
How important are shareholders to a business? Normally, very important.
Rise of mobile games
In recent months, investors have reacted to a perceived bout of increased uncertainty in global markets as the short-term mood has shifted from one of championing synchronised global growth and reflation to one more of nervousness around emerging markets...
Fed cutting down on bond purchases
Offer meaningful upside
An 'ongoing reform effort' in China
Planning for radical changes in coming years
It has been a turbulent few years for UK income investors.
In client meetings, it is usual to be asked about what we are worried about.
The UK macro landscape is anything but settled. As Brexit D-Day fast approaches and signs of any tangible progress yet to materialise, markets are gearing up for a prolonged period of uncertainty and confusion.
Everyone likes low prices, but if I said to you the level of Japanese consumer prices are now at the same level as way back in October 1998, then correctly you would conclude something is not quite right.
European credit markets were hit this year by the rise in global trade tensions, a sudden spark in equity volatility and further political risks in Europe, mainly Italy.
The US administration appears to be targeting export-oriented entities out of China.
We expect the Federal Reserve to maintain its gradual tightening as the US economy extends its growth phase, with short-term rates likely to rise at least three more times to reach 2.5% by next year.
Geopolitical tensions rear their head in a meaningful way at least once a year, as a number of concerns join forces to generate headlines.
Commitment from government
Real estate 'superior returns coming to an end'
'Perfect storm of threats'
Contagion risk with US and China trade war
Stronger balance sheets than producers