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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How UK investors can benefit from a booming US

Although the global economic recovery remains on a sound footing at present, there is a clear divergence between the winners and losers, which is most noticeable when comparing the US and the UK. The UK economy – although it has remained resilient – is still struggling under the weight of Brexit uncertainty, whilst the US continues to motor on.

Craig Rippe

Craig Rippe

Head of Multi-Asset

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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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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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