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Economic outlook – looking into 2018

While 2017 was (like 2016) dominated by geopolitical risk (North Korea, alleged US/Russia links, European populism), none of that was allowed to seep into financial markets. Lubricated by cheap money,

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What does 2017 hold in store for UK property investors?

The dual impact of Brexit and tax changes in the UK are going to be felt in 2017. It’s going to be a very interesting year for the property sector,

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Barings: High yield outlook

US and European central banks are expected to move in different directions, with the US Fed tightening monetary policy last week and the ECB expected to continue easing. This potential

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Schroders: Emerging market debt (absolute return) in 2017

In the challenging bond environment of 2017, selected local currency government bonds could offer the best opportunities to generate attractive returns. These are best accessed using a risk-controlled absolute return

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Aviva: Five trade ideas for 2017

For much of the last decade emerging economies have driven world economic expansion. Despite the threat of rising protectionism following Donald Trump’s US election victory, we believe this trend will

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Schroders: Multi-Asset in 2017

After several years of a persistently low growth environment, a renewed focus on fiscal policy in 2017 could revive hopes of stronger economic expansion. We have increased our 2017 global GDP

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Hermes: Six beliefs driving our macro outlook for 2017

After a year of political surprises, we could see tectonic shifts in economic policy. Speculation, rightly, that major economies will open their fiscal box is currently causing ‘reflation trades’ to

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Rathbones: It’s going to be a tough 2017

While politics will continue as the key driver of uncertainty in 2017, leading to the potential for policy errors, markets will struggle to discount effectively. This should create anomalies and

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What does 2017 have in store for investors?

As always, predicting the direction of stock markets is a tricky business. Consensus thus far, and as of mid-December 2016, is indicating a slightly bearish view in 2017, which means

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2017: Market outlook from Legal & General

Early 2016 was characterised by sluggish growth, commodity price weakness and the Fed scaling back projections for interest rate increases. This, alongside other central bank easing, calmed market nerves. While