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February 14, 2019

Europe at a crossroads: Recession or turnaround?

Since the start of 2018, the European economy has continued to disappoint investors. A multitude of factors, both external and domestic, have contributed to a backdrop of slowing economic growth. A revival in growth in China is the most likely catalyst for a turnaround-but perhaps later in the year.

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Recent posts

January 25, 2019

Picking the right team: Value or growth?

Given the maturity of this economic and market cycle, investors may wish to shift towards carefully-selected value stocks to increase the resilience of a portfolio.

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December 14, 2018

Are we on the brink of a global trade war?

Markets are increasingly nervous about the impact of the trade war on US corporate earnings and business investment.

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October 03, 2018

How should we prepare portfolios for the next downturn?

The US recovery is now the second longest on record. There is nothing to suggest it will end in the near future, so the broad prognosis for risk assets remains good.

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