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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Can mainstream TV advertising survive?

Streaming services such as Netflix and Amazon Prime are now ubiquitous in modern day culture, with many investors speculating that the traditional model of television is now dead. But just how effective is traditional TV advertising?

Nigel Kennett

Nigel Kennett

Senior Fund Manager, UK Equities

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M&A and UK Equity Income

Merger and acquisition (M&A) activity in the UK rose to £157 billion in 2017, the second highest total since the onset of the global financial crisis nearly a decade ago. These deals – in which a UK company was the target – also increased in volume, as 1,543 companies were taken over, up from 1,493 according to figures released by Mergermarket. This is despite the ongoing uncertainty surrounding Brexit and its impact on the UK economic outlook.

Craig Rippe

Craig Rippe

Head of UK Equities

Eugene O'Neill

Eugene O'Neill

Senior Fund Manager, UK Equities

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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 UK Equities

Eugene O'Neill

Eugene O'Neill

Senior Fund Manager, UK Equities

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Unusual dividends in uncertain times

It has been a tricky environment for UK equity income investors in 2017 so far, with a number of stock and sector-specific issues. For example, companies such as AstraZeneca and Provident Financial suffered significant share price falls, whilst the shock announcement from the US Food & Drug Administration on future tobacco regulation had a big impact on the sector.

Craig Rippe

Craig Rippe

Head of UK Equities

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