Articles in the “Market Outlook” Category
Into the Future or back to the future.
I was born in 1960. I am a child scarred by the dreaded word “inflation”. It was a word that for man...
Market update - The View from Asia
The panic selling in global capital markets continued unabated amongst record volatility of late, wi...
Equity Update 2019
Sometimes the best insights can be found in the most innocuous articles. According to a story in the...
TEAM – View on Interest Rates – What is Normalisation?
Fixed income investors have been awaiting ‘normalisation’ for some time now, with many frustrated wi...
Why does Global Productivity continue to struggle?
During a conversation with a colleague, the possible causes for the persistent decline in productivi...
China Government bonds added to Global Bond Index
-The phased inclusion of Chinese Government bonds over the next 20 months into the Barclays Global A...
Team Commentary March 2017
We certainly live in interesting times. Outside of the main Trump / Brexit news three stories caught...
Market Outlook 2016
Team Asset Management's Market Outlook for 2016
The Global Economy
Tail winds for Developed Markets, head winds in Emerging Markets
Outlook For 2015 An Unstable Bull Market
We do not believe that the basic macroeconomic backdrop has changed very much from last quarter. In...