Investment Themes & Strategy

Investment Themes & Strategy
The UK's triggering of Article 50 on 29 March is like firing the starting pistol on the process of leaving the EU – but this race will be slow and tortuous, with many dangers along the way. Here is our view on what investors should expect and how they should prepare.
Investment Themes & Strategy
As geopolitics and disruption factor into just about every investment decision in this post-election period, it’s important to bear in mind the “creative power of destruction”. This is precisely the environment where active investors can apply their skills and sort out the winners.
Hans-Jörg Naumer | 02/02/2017
Investment Themes & Strategy
In today’s low-yield environment, dividend strategies can be a key performance driver for investors’ portfolios – and they can play a role as an anchor of stability amid increased market volatility. Moreover, with “reflation” gearing up and corporate profits looking strong, dividends may become even more relevant.
Hans-Jörg Naumer | 24/01/2017
Investment Themes & Strategy
Donald Trump’s military-spending plans should help not just US defence contractors, but European firms with a large US presence. And while his infrastructure ideas need Congressional support, they could lift material suppliers and contracting companies in 2018.
Investment Themes & Strategy
With a growing likelihood that Trump’s fiscal policies will be inflationary, the odds of a Fed rate hike are surging, as higher inflation means a faster tightening cycle. So will President Trump find it easier to bring back inflation than factory jobs?
Greg A. Meier | 19/12/2016
Investment Themes & Strategy
Some of the top factors limiting US growth also hold the key to its future: Fed policy has lost its effectiveness, populism has transformed politics and technology has radically reshaped economic activity. Policymakers and businesses alike must take notice or risk missing the wave.
Steven Malin | 17/12/2016
Investment Themes & Strategy
Although much is unknown about the new US president’s economic policy, our chief economist says the central theme is a shift from monetary easing (via Fed stimulus) to fiscal easing (via tax cuts and spending), which could have a major impact on Europe.
Stefan Hofrichter | 16/12/2016
Investment Themes & Strategy
During his campaign, Donald Trump favoured a restrictive trade stance that could hurt export-reliant countries in Asia – particularly China. But with continued rebalancing and a renewed regional focus, China’s influence in Asia could grow even bigger.
Stefan Scheurer | 15/12/2016
Investment Themes & Strategy
Italy’s rejection of reforms and Renzi's resignation may lead to early elections or other scenarios that could spook investors already facing a tumultuous political year in Europe. Then again, markets may have already discounted future bad news, and the ECB stands ready to step in.
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