This edition of the investment portfolios has been one of the most demanding with so many factors at play at one time. We have taken into consideration global inflation, interest rate rises, US tax incentives and government spending, Brexit, trade…
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2017 was a year of exceptional equity returns for investors as global growth was synchronised across developed and emerging economies. The combination of both low inflation and low interest rates has been the foundation of strong returns across risk assets.…
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The USA is further down the path to normalised economics than any other developed country. The labour market is tight with only 3.9% of the eligible workforce unemployed, wage growth is improving, and the combination of President Trump’s recent fiscal…
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There is some evidence of the world economy slowing in part due to a reduction in global money supply. Europe is starting to feel the effects of the European Central Bank (ECB) reducing its quantitative easing (QE) bond purchasing programme…
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Facebook’s abuse of personal data has brought mega tech companies under the spot light of regulators keen to bring them to book and recover more tax revenue from them. While regulators consider their moves to further protect consumers, Amazon Prime…
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Analysts continue to be positive about the US even after a strong 2017 and the fall offs in February and March. Dividend growth from corporate earnings is a significant contributor to investor sentiment rising. Analysts are expecting over 60% of…
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Yields on the benchmark US 10 year Treasury Bonds have risen above 3% for the first time in more than four years. The US 10- year Treasury is the benchmark for world credit costs and rising yields will result in…
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The IMF has warned that the on-going threat of a trade conflict between the USA and China has the potential to hurt global growth. We have already seen that President Trump’s trade tariffs and the Chinese retaliations can hit confidence.…
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European companies seem to be benefiting from a combination of years of cost cutting, global growth and low borrowing costs resulting in growing profitability and balance sheet strength. European companies are showing confidence by increasing their capital spending. Greater levels…
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