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Some of our top experts discussing their outlook at a roundtable session

Active is:
Discussing the topics that matter

As an active manager, we believe that insight and understanding are the keys to investment success.Some of the biggest factors moving markets today are the shifting monetary policies of central banks and the changing political landscape. Our investment experts help you understand what it all means for our investment outlook and what it could mean for your portfolio.

Outlook & commentary

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          Outlook & commentary

          A major about-turn for the Fed

          In the face of slowing global economic growth, continued trade tensions and the prospect of a “hard Brexit”, the FOMC seems set to announce a reduction in interest rates at its next meeting. We expect a 50-basis-point cut that will start a new rate-cut cycle, and we think the markets should react favourably.

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          by Franck Dixmier | 25/07/2019

          Woman with UK and EU Flags

          Outlook & commentary

          UK: still no reason for optimism?

          “Under-owned, cheap and unloved” – those words sum up how many investors view the UK today. Some see a fresh start in the arrival of a new prime minister eager to change the narrative. But it’s difficult at this stage to look beyond Brexit to make a convincing short-term investment case for UK assets, despite a number of enduring positive fundamentals.

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          25/07/2019

          Will Fed easing support risk assets?

          Outlook & commentary

          Will Fed easing support risk assets?

          An insurance easing cycle looks likely in the second half of 2019. This has historically meant positive returns for equities, but we still favour a defensive position across risk markets.

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          by Mona Mahajan | 12/07/2019

          Outlook & commentary

          At the mid-year point, dark clouds are forming in the US

          As a companion piece to Neil Dwane’s global mid-year outlook, Mona Mahajan turns a spotlight on the US, where trade tensions and politics are weighing on markets. Given the increased uncertainty about the second half of the year, investors should stay active, defensive and diversified.

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          by Mona Mahajan | 18/06/2019

          Franck Dixmier

          Outlook & commentary

          Balancing exercise mandatory for the Fed

          Markets are keenly awaiting the next monetary policy meeting of the US Federal Reserve, which will take place on 18 and 19 June.

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          by Franck Dixmier | 17/06/2019

          Franck Dixmier

          Outlook & commentary

          The ECB is ready to take action

          The ECB’s next meeting on 25 July is of major importance, and markets should welcome confirmation of its new forward guidance. We expect the central bank to reaffirm that it has the will to support growth and manage inflation, and the tools needed to take action.

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          by Franck Dixmier | 17/06/2019

          European diplomats discussing

          Outlook & commentary

          EMU reform must go further to be effective

          A stronger monetary union is essential to guard Europe against future financial crises, but to achieve it, countries will have to work much closer together.

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          by Stephanie Rowton | 12/06/2019

          Franck Dixmier

          Outlook & commentary

          The ECB is a long way from normalising monetary policy

          Continued uncertainty means the ECB continues to put the normalisation of its monetary policy on hold. Any rate hikes remain a long way off, but the 6 June meeting will see the Bank present revised economic forecasts in light of the current low inflation environment.

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          by Franck Dixmier | 03/06/2019

          European elections Vote

          Outlook & commentary

          European election results provide relief – for now

          While the pro-European vote held up in many countries, the result will likely be a more fragmented European Parliament that may slow decision-making. Most challenging for European leaders could be the signs of increasingly polarised electorates.

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          27/05/2019

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