The UK High Street: What's In Store?

Ongoing economic, technological and socio-demographic shifts have strained bricks-and-mortar retailers for some time now, but pressure was at its worst in years in 2018 and many people now question how relevant the British High Street will be in the near future.

Joanna Turner

Joanna Turner

Head of Property Research

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The New World of 2019

Geopolitics is now a major factor influencing markets. Trade tensions, Brexit and protectionism continue to fuel negative sentiment and although equities calmed down a bit in January, we can see how these risks could impact markets later in 2019.

Bimal Patel

Bimal Patel

Fund Manager, Global Equities

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Q1 Outlook: Good News, Bad News

Although volatility has settled down from the violent end of 2018, global growth has moved into the slow lane and geopolitical uncertainties continue to drive the markets at higher-speeds. In the UK, assets remain unloved and, as the Brexit clock ticks, recent rallies in sterling suggest the market would welcome any sort of agreement that helps pave the way for leaving the European Union.

David Marchant

David Marchant

Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited.

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A new script for the bond markets

An intriguing story from 2018 was how the bond market reflected investor sentiment shifts with yields and spreads not reacting in a typical way. In an unusual twist, government bonds ended up outperforming corporate bonds despite the fact that corporate bonds normally outperform in times of solid economic growth.

ADAM CREED

ADAM CREED

Sales Director, Discretionary & Group

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2019 Outlook: Slow and Low

After some remarkable ups and downs in 2018, asset prices have come back to earth and global growth is now firmly in low gear. The US Federal Reserve’s quantitative easing (QE) withdrawal with four interest rate hikes last year made an impact across the board from widening corporate bonds to battered emerging market currencies and we expect this and the reaction to other central banks’ tightening to provide a headwind for the wider markets in Q1 of 2019.

David Marchant

David Marchant

Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited.

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