European political risk

European political risk in 2017 and the rise of populism

The past 12 months have seen three massive political upsets. In June, UK voters opted to leave the European Union, prompting the resignation of Prime Minister David Cameron. Next, November saw Donald Trump emerge the surprise victor in the US presidential election. The trifecta was […]

We’re going on a bear (well, bond bear market) hunt

After Donald Trump’s election victory, investors are rightly concerned that a bond bear market may now be underway, with government bond prices falling and yields rising as a result. You can find hidden meaning in virtually anything. 20 years ago, the ‘Bible code’ was in vogue […]

China’s economic outlook in the year of the rooster

As we look ahead to 2017 and consider those factors that will influence our investment strategy and decisions, China will continue to have a significant impact. It’s sheer size, scale and development affects the world’s markets and economies – as well as influencing some of […]

A look back at 2016 – a walk on the wild side

From the surprises of 2016 to the challenges of 2017 Whatever challenges we face in 2017, 2016 has provided a useful education in how to deal with surprises and market volatility. We certainly weren’t expecting the weakness we suffered at the beginning of 2016 when […]

Autumn Investment Conference 2016: the digest

Canaccord Genuity Wealth Management and a number of our clients enjoyed a stimulating day at our 2016 Autumn Investment Conference. Hosted by the Canadian High Commission at Canada House, London on Friday 4 November 2016, our annual conference provides a forum to delve into global […]

The impact of politics on investing over 2016 – what have we learnt?

Richard Champion examines the impact of politics on investing and its market impact in our monthly Intelligent Investing. 2016 has been a vintage year for political surprises. Normally, such change tends to be overanalysed and overemphasised in terms of its market impact, but what is […]