outlook

Mark Burgess

In a panel discussion at Livewire Live in 2016, which you can see here, I described my worst fear at that moment: the danger of a trade war. In this wire, I revisit my thesis and ask what it means for investors. Show More

Kej Somaia

In the first half of 2018, we have seen volatility return to markets, a breach of the much anticipated 3% handle for 10-year US Treasuries, and an agreed summit between North and South Korea. As we continue to tread later into this cycle, investors seeking a consistent long-term real return... Show More

The rhythm of life is no different to the rhythm of economic and corporate cycles. The optimism of birth, the excitement of growing up, the cynicism arising from the compromises that come with maturity, the tumult of unfair turns and the joys of victory, all in turn impacting upon performance.... Show More

James Maydew

Global listed real estate has been enjoying a favourable outlook, supported by historically-low interest rates and improving economic sentiment. Here are three themes that we’re expecting to perform particularly well during the year due to their exposure to long-term secular growth trends. Show More

Tom Stevenson

Most of the time investors don’t need to think too much about market timing or asset allocation. The long-term trajectory of financial markets is up and the only sensible thing to do is to be fully invested and allow the odds to work in your favour. As we enter 2018,... Show More

Expert Insights

It’s been a bumper year for global stocks as MSCI’s broadest index, the All Countries World Index, has rallied ~19% YTD, while Emerging Markets are up more than 25%. Coming into 2018, the ingredients are there for a “rip-snorting” run, says Chad Slater from Morphic Asset Management. Ingredients for a... Show More

Expert Insights

In a world where information is disseminated almost instantly, markets have become quick to price in new information. However, Andrew Martin from Alphinity Investment Management says that they generally fail to appreciate the long-term implications of a change in outlook. “One thing we love to see in sell-side research is ‘earnings... Show More

Chad Slater

Each half, we provide a series of “anti-forecasts” for what will NOT happen over this period. Discover whether our July 2016 calls ended up being right. Next week, we will publish our forecasts for the coming six months. http://www.morphicasset.com/blog/scorecard-anti-forecasts-dec-16/?woo_source=Livewire/ Show More