News

MARKET INSIGHT - January 2018

MarketInsightMarket Insight

The 2017 success story and what comes
next...

2017 proved to be a bumper year for the financial markets, and the stock markets in particular. Risky assets (equities, and high yield and emerging market bonds) performed far better
than we expected a year ago. Our failing was that we, like so many others, fell into the trap of being overly cautious.

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MARKET INSIGHT - October 2017

MarketInsightMarket Insight

Some challenges coming into focus for 2018

September turned out to be a good month for financial markets, thanks to the confirmation that the global economy continues to benefit from cyclical tailwinds. The “goldilocks” scenario has become consensual. Expectations for decent economic growth and contained inflation in 2018 go unchallenged. Against such a backdrop, it should come as no surprise that the implied volatility of equities (VIX index) is flirting with its lows of July 2017.

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