Global growth lift good for shares but watch valuations
The most highly synchronised pickup in global activity for some time provides a supportive backdrop for growth assets. High levels of remaining capacity and still modest interest rates are helping to elongate this recovery period. Confidence has improved since...
Six top investment themes for 2017 and beyond
There is little doubt that political changes and their implications for economies and markets will be at the forefront of investors’ minds again this year. Some changes will help markets, others hinder. Volatility in asset prices is likely to be higher than...
How to invest as the equities bull market ages
A constructive environment for growth assets like shares and property is supported by modest global economic expansion, accommodative monetary policy and increasing fiscal support. However, several risks cloud the outlook so our portfolio positioning is more...
Key principles in a triumphant investment approach
“Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” — Abraham Lincoln Investors without a roadmap for success will find it very difficult to achieve their goals. An investment philosophy is a set of guidelines that inform...
Five key long-term investment themes to boost your wealth
The short-term focus of too many investors is extremely destructive of the wealth they have built up over their lifetimes. The sharp market selloffs since the middle of 2015 demonstrate periods where primal fear takes over and many people sell purely because others...
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