Global Equities Research: Downhill Skiing In Holland

Federal Reserve - Global Equities research

Rather than centuries of experience of managing the flat-lands, only a juvenile decade has passed since the Great Financial Crisis felled interest rates, $13tn and counting of bonds trading at sub-zero rates now standing in for economic life below sea-level. However, unlike the Dutch, there is little evidence that swamp drainage is a virtue which the captains of the world’s central banks can lay claim to.

Daniel White

Daniel White

Senior Research and Strategy Manager

LF Canlife Global Equity Fund
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The Trade War Impact

The Sino-US trade and tech war has entered a new and more concerning phase as July marked the first anniversary of its initiation – when President Trump imposed a 25% tariff on $34 billion worth of Chinese goods. A year of on-and-off negotiations – and respective up-and-down headlines driving the markets – has seen this escalate to some $300 billion now.

ADAM CREED

ADAM CREED

Sales Director, Discretionary & Group

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Global Equities Research: Spotting Gorillas and Other Primates

Global Equities research: Gorillas and other Primates

What do company management focus on and what are they consequently missing? What are the differences in what is deemed important on both sides of the Atlantic? We looked at the aggregate data for the largest 30 companies in the UK and the US to find out.

Daniel White

Daniel White

Senior Research and Strategy Manager

LF Canlife Global Equity Fund
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Global Equities Research: 'Teddy Bear' stocks

Global Equities Research: 'Teddy Bear' stocks

When the lights go out, investors clasp tight to their chests any stocks which helps them sleep well at night. These “Teddy Bear” stocks can most easily be found in Consumer sectors selling everyday items such as drinks, food or pills to cover our daily needs. We have need of them whatever the economic storms are. The “lights going out” in economic terms can be seen in the rate of interest which central banks set.

Daniel White

Daniel White

Senior Research and Strategy Manager

LF Canlife Global Equity Fund
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What a difference a quarter makes

What a difference a quarter makes

Geopolitics and sentiment shifts in 2018 whiplashed investors and the fourth quarter of the year especially gave new meaning to ‘risk-on’ and ‘risk-off’ trades within the global equities market. To put this into context, when investor sentiment is optimistic about the economy, geopolitics and industry, riskier assets tend to get pricier – ‘risk-on’. Conversely, when uncertainty and negativity hits the market, investors tend to sell riskier assets and buy ‘safer’ ones that are typically less vulnerable to weakening investor confidence – ‘risk-off’.

ADAM CREED

ADAM CREED

Sales Director, Discretionary & Group

Read More

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