Smooth summer sailing

Smooth summer sailing

Whether it’s summer slumber or a generally satisfactory economic situation, nothing much has changed since we last wrote three months ago. 2017 has continued a rosy year, both economically and politically, and for the first time since the mid ‘noughties’, we appear to...
How long can the bull market run?

How long can the bull market run?

To date, 2017 has been a benign year, particularly in Europe, where growth has been better than expected with a rejection of more extreme political movements, notably in France and the Netherlands. But we also see greater stability in Asia, particularly in China....
Populist politics and protectionism

Populist politics and protectionism

Economic performance and outlook 2017 has heralded an economic change from the low growth of the past decade. For the first time since the mid-noughties we appear to be in a situation where most developed economies are growing at a reasonable pace. This looks like a...
A substantial market shift?

A substantial market shift?

Our Investment Committee meets on a quarterly basis to consider market conditions and the relative values of asset classes. Its views – looked at in more detail below – are then used to guide the strategies that are applied to each of our clients by their...
Systemic risks of the low yield environment

Systemic risks of the low yield environment

Our Investment Committee meets on a quarterly basis to consider market conditions and the relative values of asset classes. Its views – looked at in more detail below – are then used to guide the strategies that are applied to each of our clients by their...
Stable Disequilibrium

Stable Disequilibrium

Stable disequilibrium – June 2016 Strategic Insights Our Investment Committee meets on a quarterly basis to consider market conditions and the relative values of asset classes. Its views – looked at in more detail below – are then used to guide the strategies...

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