Tag Archives: Market Background

Equities Market Perspective: It ain’t over yet – macro trends remain supportive

Equities Forum 08/01/2018  

In this month’s update Ritu Vohora, Investment Director, looks at what effect macroeconomic events this year could have on equities.

Equities Market Perspective: Not just a stocking filler: 2017 – a year of resilience

Equities Forum 08/12/2017  

In this month’s update Ritu Vohora, Investment Director, looks at what has driven the ‘most hated bull market in history’ and asks how much further it has to go.

Equities Market Perspective: How far can the pendulum swing towards active?

Equities Forum 03/11/2017  

In this month’s update Ritu Vohora, Investment Director, looks at why the case for Japan is the strongest it has been in many years. Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Is the reflation trade back on?

Equities Forum 19/10/2017  

The reflation trade has regained traction in recent weeks with global bond yields rising and renewed discussions in the US on tax and regulatory reform, promising a fiscal boost. Added… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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The value enigma – false dawn or resurgence?

Equities Forum 21/09/2017  

This year has not quite followed the script: investors were expecting improving economic growth and rising inflation to be accompanied by steeper yield curves, with the more defensive/quality stocks and… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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AIMing for perfection

Equities Forum 02/05/2017  

The UK stockmarket as a whole has performed very well over the last twelve months, despite the obvious disruption from the Brexit vote last June.  A glance at the various… Read more »

Vote for Macron paves way for renewed investment in European equities

Equities Forum 25/04/2017  

Markets have reacted positively to Emmanuel Macron and Marine Le Pen going forward to the second round of the French presidential election on 7 May. Polls on the second round… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Correlation collapse: Ripe for stock picking

Equities Forum 20/12/2017  

Stock correlations are now at their lowest level since the GFC in 2008, prompting a seismic change in the investor landscape and a more favourable, less constrained market backdrop for… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Correlation collapse: Ripe for stock picking

Equities Forum 18/01/2017  

Stock correlations are now at their lowest level since the GFC in 2008, prompting a seismic change in the investor landscape and a more favourable, less constrained market backdrop for… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Farewell 2016 – a challenging year for UK small caps

Equities Forum 22/12/2016  

Whether it’s Brexit, Trump, OPEC or the celebrity death-toll, it feels like we have lurched from one drama to the next in 2016. Stock markets have taken all this excitement… Read more »