How to position for a low growth world

ON UK GROWTH

clock

These are challenging times for many investors, amid a highly uncertain macroeconomic backdrop.

A couple of years ago indicators pointed towards global growth starting to tick upwards, but it seems increasingly clear the global economy is only going to deliver 1%-2% growth at best. Serious problems in the eurozone, a stalling US recovery, coupled with record government debt and fears of a Chinese slowdown are the main causes for this. However, investors can still outperform the market. Focusing on defensive, cash generative, liquid and non-cyclical sectors and companies should help them do this, particularly if such companies enjoy global or international sales bases and deeply ent...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on UK

Bentley Reid's Paul O'Neill: No reason to buy UK yet
UK

Bentley Reid's Paul O'Neill: No reason to buy UK yet

Problems 'not improving any time soon'

Paul O’Neill
clock 26 March 2025 • 2 min read
Five key takeaways from the Spring Statement 2025
UK

Five key takeaways from the Spring Statement 2025

OBR growth, ISA reforms and defence

Sorin Dojan
clock 26 March 2025 • 5 min read
JPMAM's Karen Ward: 'We have sleepwalked into a fiscal disaster'
UK

JPMAM's Karen Ward: 'We have sleepwalked into a fiscal disaster'

Real root of problems lacks ownership

Karen Ward
clock 26 March 2025 • 3 min read
Trustpilot