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Market Updates

While we implement a bottom-up stock selection strategy we maintain a firm grasp of the bigger picture
editorial List

Investment Outlook Q4 2018

As we enter the final quarter of 2018, Chief Investment Officer Mark Seavers looks at what we can expect for the final months of the year.

Market Update October 2018
BY Mark Seavers
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Investment Outlook Q3 2018

In this update we discuss the state of play on trade and other areas of concern such as Italian politics and the ongoing Brexit negotiations, and give an update on our market forecasts. Chief Investment Officer Mark Seavers looks at what we can expect for Q3 2018.

Market Update July 2018
BY Mark Seavers
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Investment Outlook Q2 2018

In our 2018 Investment Outlook, we pointed out that “the current extended period of low volatility is not without precedent, but periods such as these increase the likelihood of elevated volatility and meaningful falls in equity markets in the future.” Three weeks later, we got our first sight of an extreme volatility event for some time. Chief Investment Officer Mark Seavers looks at what we can expect for Q2 2018.

Market Update April 2018
BY Mark Seavers
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Investment Outlook 2018: Synchronised Growth

In spite of considerable uncertainty and geopolitical risk, 2017 turned out to be a good year for equity markets and risk assets in general, although the recovery in the euro crimped returns from global assets for Eurozone investors. Chief Investment Officer Mark Seavers looks at what we can expect for 2018.

Market Update January 2018
BY Mark Seavers
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Investment Outlook Q4 2017

The global economy is in reasonably good shape entering the final months of an eventful 2017. With economic output expected to grow by 3.6% this year and accelerate modestly in 2018, Mark Seavers, CIO Davy Asset Management, looks at what we can expect for the rest of the year.

Market Update November 2017
BY Mark Seavers
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Investment Outlook Q3 2017

Global equities delivered 8.6% in local currency terms in the first six months of the year – the strength of the euro translated that impressive underlying return into just 2.7% for euro-based investors. After an eventful first half in financial markets, what do the next six months have in store for investors?

Market Update July 2017
BY Mark Seavers
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French Elections - What Next?

Chief Investment Officer Mark Seavers discusses the impact of the first-round results. With two contenders of drastically opposing views remaining, he gives his view on how things may play out.

Market Update May 2017
BY Mark Seavers
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Q2 2017 - Investment Outlook

Reality bites for President Trump and his new administration. Chief Investment Officer Mark Seavers gives his view of the president's first few months in office.

Market Update May 2017
BY Mark Seavers
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Dutch Kick Off Election Cycle

Do you know your PVV from your VVD? Of course you do! One is the Party for Freedom, while the other is the People’s Party for Freedom and Democracy. And, at the risk of turning this into a Monty Python sketch, it’s time to turn our attention to our European neighbours as the Dutch go to the polls on Wednesday, kicking off a European election cycle that has been a source of concern to investors and the powers that be on the continent in recent months.

Market Update March 2017
BY Mark Seavers
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What Will Equity Markets Make of Trump's Fiscal Policy?

Global equities have risen by 13.7% since the election of Donald Trump as the 45th president of the United States last November. Naturally, Trump couldn’t resist reminding the world of this fact as he addressed Congress.

Market Update March 2017
BY Mark Seavers