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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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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Brexit: Deal or No Deal

As 2018 winds down, we are faced with the fact that Brexit and the cloudy uncertainties it poses on UK businesses and investors continues to drag on. Although it is difficult to predict what will happen given the range of outcomes and indeed the range of forecasts on the impacts of those outcomes, we at Canada Life Investments in London feel it is important to communicate a brief analysis of it as we move into 2019.

David Marchant

David Marchant

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

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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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Is US tech in crisis?

At Canada Life Investments, we have long been bearish on a number of the US technology stocks on valuation grounds. Companies such as Alphabet (Google’s parent company), Amazon and Facebook are investor favourites and amongst the largest 10 stocks in the US equity market. However, what has been behind their recent sell-off?

Mike Willans

Mike Willans

Head of Equities

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