Our outlook across asset classes

With less dovish tones starting to emanate from central banks globally, relatively high valuations across equities and a cooling off in the London property market, it is safe to say that we are not spoilt for choice in terms of attractive opportunities. Following a somewhat volatile second quarter, how are we positioned for Q3?

David Marchant

David Marchant

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

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Will fundamentals or politics prevail in Europe?

Will fundamentals or politics prevail in Europe

Europe ex-UK has persistently underperformed broader global equities in dollar terms since the financial crisis (as shown in the chart below) – largely due to the combination of low economic growth, lacklustre earnings and political concerns. While this has given Europe a relatively cheap valuation against international markets, the region has lacked a catalyst to realise its value.

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