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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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          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

          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

          Building facade

          Outlook & commentary

          The Fed has found the right balance

          With the US economy slowing and inflation low, we expect the Fed to confirm a pause in its monetary policy normalisation. Given the controlled slowdown in the US economy and equity-market momentum, we believe the Fed has found the perfect balance.

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          by Franck Dixmier | 29/04/2019

          Outlook & commentary

          March Madness? The stock market’s Cinderella story

          Much like last year's underdog, the stock markets faced some obstacles going into 2019—plenty that would give them reason to extend their end-of-2018 slide. But also like the Cinderella team, stock markets overcame adversity and rallied last month, continuing to build on their impressive gains since the start of the year.

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          by Giorgio Carlino | 08/04/2019

          ECB

          Outlook & commentary

          The ECB's monetary-easing policy is here to stay

          Recent ECB comments suggest that the horizon for a rate hike may be moving further away, based on the central bank’s uncertain growth outlook and concerns over weak inflation. The ECB is also keen to preserve banks’ ability to lend to the euro-zone economy.

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          by Franck Dixmier | 08/04/2019

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