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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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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Don’t ignore the snap election but focus on the risk of the French ‘nightmare scenario’

After months of consistently denying the possibility of an early election, UK Prime Minister Theresa May yesterday revealed the UK will go to the polls on 8 June. The move is clearly a surprise but take a step back and it becomes entirely logical.

David Marchant

David Marchant

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

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A boring Budget ahead of uncertain Brexit phase

A boring Budget ahead of uncertain Brexit phase

The UK earlier this month unveiled its first Budget since the public’s vote to leave the EU last year. It was a largely uneventful statement, with many of the planned initiatives telegraphed to the press well ahead of the day. In fact, the most controversial element of the Budget was the plan to increase national insurance contributions for the self-employed, a move embarrassingly ditched just a few days later.

David Marchant

David Marchant

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

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The battle between positivity and pessimism

Investors today face a glass half full or half empty

The environment facing investors today can best be described as challenging. While recent equity market performance could suggest all is rosy in the world, there are clearly a number of dark clouds on the horizon, both in the UK and globally.

David Marchant

David Marchant

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

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