Q2 2018 outlook: a mature economic cycle

As volatility has returned to financial markets, driven by less accommodative central bank policy and fears over the path of inflation, an overarching question is when is the current cycle likely to end?

David Marchant

David Marchant

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

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2018 outlook: a normalising global economy

Although the economic outlook for the UK in 2018 is mixed, we believe the consensus is too pessimistic on growth. The global economy is now firing on all cylinders – which will benefit the international-facing UK market – and we believe the risks to growth, inflation and interest rates are all to the upside, in the UK as well as globally.

David Marchant

David Marchant

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

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What Trudeau and Trump can teach investors about politics

Tomorrow happens to be Canada Day, which celebrates the 1867 unification of Canada, Nova Scotia and New Brunswick into what we now know as Canada. I have just returned from a trip to Canada, attending a number of conferences and meetings with our group clients and colleagues. It was my first visit to the country and, perhaps most surprisingly to me, was the difference in the prevailing political environment.

Ian Goulsbra

Ian Goulsbra

Sales & Marketing Director, Investments

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We all live in a real economy

The underlying economic environment influences us all on a daily basis, whether we like it or not. Our personal finances are affected by interest rates, job prospects by economic growth and how much we can spend by inflation. The ‘real economy’ therefore has an undeniable impact on the stocks in which we invest. Understanding that impact, and positioning the CF Canlife Global Equity Fund to benefit from changes in the macro outlook, is crucial.

Mike Willans

Mike Willans

Head of Equities

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