Wealth manager Investment Quorum's chief investment officer Peter Lowman cuts through the noise to pick out five trends that are informing his committee's decisions.
1. What's next for equities? It seems a rather uncertain period at the moment. I think investors are unsure about the short-term direction for equities with some perma- bears predicting that a correction is overdue. 2. FM & EM What is interesting is that frontier and emerging markets are reacting well, with the MSCI Frontier and Emerging Market Indices up this year by around 11% & 4% respectively, which is better than many of the developed markets. 3. Central banks under pressure Clearly, investors are looking for more accommodative actions by the central banks, particularly, th...
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