Markets ajusting to Trump

How are markets adjusting to Trump?

Markets adjusting to Trump – equities and currencies How markets are adjusting to Trump’s takeover is a topical question at the moment as the seismic events of 2016 – the vote for Brexit in the UK and the US election result continue to cast their […]

equity valuations

Equity valuations – what could be coming up in 2017?

 The past year has been a rocky one for the stock market. After a disastrous start to the year and a series of doomsday forecasts ahead of Brexit and the US presidential election, equity markets held up surprisingly well considering the surprising results of both […]

Does it make sense to hold on to ‘bond proxies’?

Until very recently, bond markets have experienced a bull run for the last 35 years. Interest rates are at all-time lows and investors have crowded into equities. But one group of equities in particular has stood out – ‘bond proxies’. ‘Bond proxy’ describes equities, such […]

Monetary policy is dead; long live fiscal policy in 2017

Over the course of the next year we believe that governments will take increasing responsibility for boosting economic activity – and fiscal policy in 2017 will become more important than the unorthodox monetary policies introduced by central banks since the financial crisis So why the […]