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  • Brexit And UK Defined Benefit Funding download

    White papers 21 March 2019

    Immediately following the EU referendum, financial markets downgraded medium-term growth expectations for the UK. Sterling weakened, long-dated government bond yields fell, and UK equity assets fell relative to international equities. Two-and-a- half years on we can see that this weakness has not unwound.

  • Asset Allocation Update: Strong earnings prompt US equities upgrade download

    White papers 30 May 2018

    Amid background noise such as ongoing trade skirmishes involving the US, the evolving Chinese economy and geo-political tensions, we have spent time analysing recent market movements and the implications for risk assets.

  • Colin Moore: Absence (of market volatility) made the heart grow fonder download

    White papers 13 March 2018

    Investors loved the markets while volatility was absent, but now it is back it should be a salutary reminder that it is part and parcel of investing.

  • Daisuke Nomoto: Japan - more tailwinds than headwinds for 2018 download

    White papers 13 March 2018

    With GDP on a sustained growth track, supported by structural reforms and the Bank of Japan’s accommodative monetary policy, we maintain a positive outlook for the region.

  • Neil Robson: Technology and demographic trends in 2018 download

    White papers 13 March 2018

    The pace of technological change is one of the key themes of recent years, and many believe it has now grown to such a point that many believe the sector is overvalued.

  • Reaction: Italian election download

    White papers 7 March 2018

    The Italian election result looks messy, but we do not believe that the chances of Italy leaving the eurozone have gone up materially.

  • Asset Allocation Update: New year, evolving views, same growth aims download

    White papers 7 March 2018

    As we move into 2018 we have spent some time evaluating the work we performed last year, as well as revisiting our current asset allocation positioning.

  • Europe: economic optimism and fewer wins for the populists download

    White papers 17 January 2018

    As 2018 starts, the scene is set for a positive year for equities. Across Europe, there are clear indicators of continuing economic growth after a very strong 2017.

  • Technology and ‘mega-trends’ to drive US equity performance download

    White papers 17 January 2018

    US equities have outperformed global equities since the beginning of the recovery because the US economy was initially the sole engine of global growth, as European countries wrestled with the Eurozone crisis.

  • Global equities: quality will out download

    White papers 17 January 2018

    Following a good year globally for the high-quality stocks that we favour, valuations in certain parts of the market have started to look stretched.

  • The UK’s demise is overstated download

    White papers 17 January 2018

    UK equities reached all-time highs in 2017, but relative to world stocks (in US dollar terms) they were laggards.

  • Why multi-asset strategies suit a changeable world download

    White papers 31 October 2017

    For the past 35 years, a ‘set and forget’ strategic asset allocation has worked well. A typical 60:40 asset mix of equities and bonds had around the same volatility as a pure 100% bond portfolio, but with a better return. It is not likely to be as fruitful moving forward.

  • China’s state-managed overseas expansion download

    White papers 31 October 2017

    China’s clampdown on overseas acquisitions this year, accompanied by the detention of some high-profile corporate bosses, seemed to confirm the worst about the risks faced by private conglomerates and billionaire tycoons.

  • Australia cautious on dividends download

    White papers 31 October 2017

    A generation of Australians has enjoyed a record 26 years without experiencing a recession. The country has withstood global financial crises, endured volatile commodity prices and export revenues, and shrugged off warnings of housing bubbles and declining domestic savings.

  • Asia tech: boom, bubble or bust? download

    White papers 31 October 2017

    Technology has been the best-performing stock market sector throughout the world this year, accounting for around half of US and emerging market Asia equity returns so far. The spectacular rise has aroused scepticism about its sustainability at the same time as other investors remain convinced about the prospects for further growth and higher earnings.

  • A hard landing for the Gulf’s high flyers download

    White papers 31 October 2017

    Three airlines face disruption to their role as ‘superconnectors’ as the state-owned groups fight to justify a business model built around hubs in a volatile region.

  • Opportunities in...UK Equity Income download

    White papers 31 October 2017

    Valuations in some global markets are looking stretched, but UK equities remain attractively valued relative to many international counterparts. Uncertainty around Brexit and heightened political risk has led global asset allocators to be underweight UK equities, creating valuation anomalies. We pay attention to factors that are harbingers of potential dividend reductions.

  • Asset Allocation Update: What will upset the Goldilocks environment? download

    White papers 31 October 2017

    How to identify the future political and monetary policy events that will dominate market discussions is critical. It is our job to filter out noise and determine what signposts, events or issues are truly meaningful in terms of their potential impact on markets. This feels particularly pertinent at present, when the broad global macroeconomic environment can be characterised as ‘Goldilocks like’, with decent global growth and only gentle rises in inflation...

  • The economic implications of the US withdrawal from the Paris Agreement download

    White papers 8 September 2017

    When the US withdrew from the historic Paris Agreement in June, it drew criticism from around the world.

  • The outcome of Brexit matters for the UK’s balance of payments download

    White papers 8 September 2017

    Ben Rodriguez argues that Brexit could have a significant impact on the UK’s balance of payments, which would, in turn, influence returns from UK assets.

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