Strategic Insights

Our Investment Committee meets on a quarterly basis to consider market conditions and the relative values of asset classes. Its views are then used to guide the strategies that are applied to each of our clients by their expert advisers, in accordance with their unique circumstances.

Uncertain, but more risky on the downside

Economic Performance & Outlook There’s no doubt that it has been an unusual and often confusing time in markets. The benign equity markets of 2019 defied the challenges of geopolitical uncertainty. Inflation remains unlikely to rear its head in the near future,... read more

No end to Central Bank support

Economic Performance & Outlook Since the crash of 2008, markets have craved a return to the conventional economic cycle of the post second world war era. A cycle of around five years provided a period of super growth followed by a slowdown, with governments (or... read more

Investors made skittish by uncertainty

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 expert... read more

A return to the normal economic cycle

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 expert... read more

Has this summer been too hot?

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 expert... read more

Investors loathe to leave the party

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 expert... read more

Keep your coats on!

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 expert... read more

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... read more

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.... read more

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