How trade wars have affected emerging market returns
windergate
1/14/2019
We illustrate how trade concerns influenced emerging markets equity returns in 2018, and discuss the prospect of a rebound this
1/14/2019
1/07/2019
Quarterly markets review - Q4 2018
windergate
1/07/2019
Highlights Global equities posted sharp declines in Q4 on persistent concerns over global trade and slowing economic growth.
1/04/2019
Chart of the week: 4 January 2018
windergate
1/04/2019
The S&P 500 shows only half of the fear The extent to which investor confidence suffered in 2018 is reflected more clearly in the ...
1/03/2019
Equities year ahead 2019: Grim outlook weighs on earnings but is the gloom justified?
windergate
1/03/2019
After a year that saw the S&P 500’s bull run become the longest in history and then abruptly end, giving way to a steep
12/27/2018
How the FTSE 100 returned 94% without moving
windergate
12/27/2018
On New Year’s Eve 1999, the FTSE 100 closed at a then-record high of 6930. Few could have envisaged then that, 19 years on,
12/24/2018
Financial markets 2018: the year in review
windergate
12/24/2018
After two years of steady growth in asset prices, 2018 proved more of a challenge for investors, particularly in the last three months o...
12/20/2018
Which stock markets look ‘cheap’ as we head into 2019?
windergate
12/20/2018
2018 was a rumbustious year for stock markets, with things really coming to the fore in the latter stages. With investors having
12/19/2018
Why 2019 might be a better year for investors
windergate
12/19/2018
2018 has been a disappointing year for most investors. Almost all markets, both stocks and bonds, have fallen in value this year,
12/14/2018
Outlook 2019: Emerging markets equities
windergate
12/14/2018
Valuations in aggregate are attractive and reflect a cautious growth and earnings outlook, while many currencies look cheap
12/13/2018
Outlook 2019: US equities
windergate
12/13/2018
The US economy has outperformed other developed markets in 2018 and we believe it will remain comparatively stable in 2019 We believe t...
12/11/2018
How the Brexit delay has moved markets
windergate
12/11/2018
Theresa May heads to Brussels to seek a new deal Sterling recovers after hitting a 20-month low against the dollar Domestically-focuse...
12/10/2018
Outlook 2019: Sustainability
windergate
12/10/2018
With a growing number of extreme weather-related events in the years ahead, certain sectors are at risk of suffering damage to physical ...
12/07/2018
Stocks and bonds at odds over the economy
windergate
12/07/2018
Financial-market participants like to screen for correlations between asset classes not just to diversify their portfolios, but also in ...
Outlook 2019: Japanese equities
windergate
12/07/2018
Stable domestic policy environment could be offset by external risks Japan has continued to see a gradual improvement in domestic econo...
Outlook 2019: Asian ex Japan equities
windergate
12/07/2018
Asian equities have cheapened providing selective buying opportunities There are promising opportunities across various areas including...
12/06/2018
Monthly markets review - November 2018
windergate
12/06/2018
Highlights After October’s sharp falls, global equity markets regained some of their poise to post modest gains in November. Governmen...
Outlook 2019: European equities
windergate
12/06/2018
After a poor 2018, European equities are lowly valued, balance sheets look healthy and we see the dividend yield as attractive Sectors ...
Outlook 2019: UK equities
windergate
12/06/2018
The possibility of a “no deal” Brexit has created uncertainty Investors have shunned UK stocks as a consequence of Brexit Stock select...
12/05/2018
Outlook 2019: Global equities
windergate
12/05/2018
In general, markets are moving into a new phase in which inflation is on the rise and central banks are offering less support to markets...
Investment traffic lights - 05 December 2018
windergate
12/05/2018
Market overview So now December has to fix it. After October pushed the total returns of most markets deep into the red for
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