Investment Outlook

Politics take centre stage

2 February 2017

After a solid rise into yearend, most global markets have moved into a digestion phase. The earlier strong advances in the U.S. dollar and bond yields have recently paused, which we view as a positive…

Investor confidence on the rise

11 January 2017

Perhaps the most noteworthy development has been the major shift in investor sentiment. After spending years viewing the world through bearish lenses, investors have become more upbeat on the outlook for global growth. Indeed, market…

The unpredictable Mr Trump… Triumphs

1 December 2016

The US Presidential race has been a dominating theme of late and finally came to a head during the month. A surprise to many, the new President-Elect is an outspoken businessman and reality TV star.…

All eyes on the U.S. Presidential election

1 November 2016

Markets anticipated Hillary Clinton winning the U.S. Presidential election. The reaction to Donald Trump’s victory however was an initial knee-jerk reaction with financial market’s tumbling by around 5% on the day following the election. During…

Fed stays put as U.S. election approaches

1 October 2016

Markets have become overly dependent on continuous liquidity support and seem to be obsessed with the question over the exact timing of the Fed’s next interest rate hike, whereas whereas in fact the next rate…

Fed policy stays in focus

1 September 2016

Global capital markets have so far successfully absorbed the potential blow of the U.K.’s referendum to leave the European Union (EU). Initial data from the euro area economy indicates no meaningful fallout, while the U.S.…

The Brexit Fallout

1 August 2016

Financial markets have been taken hostage by the ebb and flow of announcements related to Brexit. U.K. politics are in a state of chaos and the Bank of England is scrambling to fill some of…

Financial markets in shock – U.K. votes for BREXIT

1 July 2016

After more than four decades of EU membership the U.K. voted to quit the European Union. The vote shocked the financial markets, and prices along all asset classes dropped sharply on the day following the…

US Dollar firm as sentiment points to rate increases

1 June 2016

Risk assets have had a tough time of it of late, however, this month we’ve seen an impressive run alongside a strengthening US Dollar. This is in part, due to very communicative US Federal Open…