Are equities overextended?

Following the reversal post a decade of quantitative easing (QE), a backdrop of rising interest rates and political uncertainty in the UK, US and Europe, many are debating to what assets they should allocate their money. As long-term investors, what are we focusing on?

David Marchant

David Marchant

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

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Two sectors we like for 2018

Forecasting the UK outlook for 2018 is fraught with difficulty. However, we aim to invest in fundamentally attractive companies which we believe will flourish regardless of the underlying macroeconomic backdrop.

Craig Rippe

Craig Rippe

Head of Multi-Asset

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It's not all doom & gloom!

In this forecast we look forward to 2018, with a perhaps somewhat brighter outlook for the domestic UK economy than the market consensus. Much of the commentary surrounding the UK is very negative, but looking at the data itself brings to mind the line from Russell Howard’s TV show: “It’s not all doom and gloom!”

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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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