VISION

2019 Global Market Outlook – Q3 update
China syndrome

China stimulus, global central bank easing and a U.S.-China trade-war ceasefire could set the scene for a rebound in the global economy later in the year. However, the inversion of the U.S. yield curve and the downtrend in business confidence indicators keep us cautious at mid-year.

Features

Market Insights


Investing like it’s 1999

23/07/2019
Volatility in the tech sector means more than just uncertainty. It also represents the existence of opportunity.
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The case for private markets, part 1: Plugging the gap

21/06/2019
3 reasons why we believe private markets are an attractive alternative.
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Weaponising an interest rate outlook

21/06/2019
3 principles to focus on when weighing risk in a bond portfolio.
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June Fed meeting: Everything but a rate cut

20/06/2019
The U.S. central bank left interest rates unchanged at the conclusion of its June meeting, but signaled it may lower borrowing costs next month.
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What if the next bounce falls short?

29/05/2019
Key strategies to consider to reduce equity drawdown risk in volatile times.
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A Fed rate cut looks unlikely this year. Here’s why.

21/05/2019
Is the market-implied probability of a U.S. Federal Reserve (the Fed) rate cut later this year overblown?
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The good, the bad and the alternative

13/05/2019
With the current late cycle market environment, investors are becoming more and more interested in seeking returns from non-traditional assets. This article discusses where to find value in unlisted assets and how to avoid the tripwires.
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Time to focus on China

11/04/2019
From trade wars with the U.S., to the widely publicised slowdown in gross domestic product (GDP) growth, China has rarely been out of the news in the past 18 months. Unfortunately, those taking the headlines at face value may be missing out on long-term opportunities available within this economic powerhouse.
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The Fed could still hike rates again this year. Here's why.

21/03/2019
As expected, the U.S. Federal Reserve (the Fed) left interest rates unchanged at the conclusion of today’s policy meeting, once again emphasizing a patient approach to monetary policy in the months ahead.
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