March 21, 2019
Are emerging market assets worth the volatility?
Emerging market equities are inherently volatile. But investors shouldn’t be deterred. If investors have a long time horizon, the emerging markets are expected to pay returns well in excess of developed market equities.
March 01, 2019
Is the flattening yield curve a sign of trouble ahead?
Historically, an inverted yield curve has been a useful indicator of recessions. However, quantitative easing may have distorted that signal. Therefore, we would not rely solely on the yield curve but also look at other indicators to track economic momentum.
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.
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.
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.