Macro Views
Alternatives | 24 Aug 17
Six long-term economic trends changing the investment world
With the global population booming, the ‘pillars of a functioning economy’ are set to undergo major changes, says Sanlam Four’s Mike Pinggera. Here, he looks at the six biggest themes for investors to watch.
Macro Views | 23 Aug 17
Red flag for UK as employer economic confidence falters
Collapsing employers’ confidence in the UK economy is a red flag, despite the jobs market still appearing strong according to the Recruitment and Employment Confederation.
Investment | 18 Aug 17
Preparing for a market correction – hedge or diversify?
The bulls and bears are out in force, divided over the prospect of a market correction in the near future, but is it wise to hedge equity exposure or is good old-fashioned diversification the way to go?
Investment | 18 Aug 17
Bull market party ‘has to end’
The problem with the dying days of an equity bull market is that it is difficult to be sure when it will end and how high it will go in the meantime. This, for Jim Wood-Smith, chief investment officer for private clients at Hawksmoor Investment Management, is the key dilemma in today’s markets. As he says: “We can see what will happen but we don’t know when.”
Could today’s India outshine yesterday’s China?
Though it might be tempting to view today’s India as yesterday’s China, Rathbones’ head of asset allocation Ed Smith thinks the region’s growth prospects could be even greater based on five key indicators.