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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Several factors have helped the UK economy to outperform the pessimistic pre-Brexit forecasts. The UK is a highly competitive market-driven economy that does not rely on state favour or subsidies, and has a skilled and flexible workforce. Consumer credit growth…
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There is a growing feeling that the priorities of the Chinese government have moved to a more sustainable economic agenda and away from growth at all costs. The Chinese authorities are no longer ignoring the financial risks that come with…
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Japan’s economy has been progressively improving over recent years due to the progressive reforms introduced by Prime Minister Shinzo Abe’s government. A key objective was to introduce inflation and wage growth into the Japanese economy. Unemployment is at its lowest…
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We have taken a strategic review of our current eight investment portfolio range and decided to add a new portfolio to our client offering. This new portfolio will be an active growth portfolio with a risk profile of 4. The…
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India is struggling to maintain its growth momentum and needs further fundamental reform in order to address its underlying problems. The recent reforms that have included removing certain bank note denominations as legal tender, the introduction of a uniform national…
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