When will the corporate credit cycle turn?
Fund Manager Tammie Chan has identified five 'flags' which are important signposts of the credit cycle and there is evidence that each of these indicators is deteriorating. However, we believe that the end of the cycle is still 12 to 24 months away.
Read this month’s Investment Strategy, here CIO Mark Burgess provides a snap shot of our latest views on economies and markets.
Globalisation reversal calls for more defensive investment stance
Investors need to sharpen their focus on geopolitical tensions when making investment decisions and accept the reality of rising risk premia.
A less certain world favours high-quality stocks
Philip Dicken provides a roadmap for the remainder of the year and explains why a focus on sustainable growth in core large-cap portfolios should be rewarded in a less certain world.