Martin Gilbert: Will this decade be more of a whimper than a roar?

What investors need to add to their checklists for the next 10 years

clock • 2 min read

A mixture of downward revisions to global growth forecasts, Middle East tensions and concerns regarding the impact of the coronavirus in China have prompted investors to take profits.

This is understandable given the strong market returns of last year and stretched valuations in a number of markets. Looking ahead into 2020, it is unlikely we will see the same level of returns as those experienced last year. In my view, neither are we at the start of a prolonged market downturn. The decade of the Twenties: Why long-term stockmarket returns should 'reassure investors' Yes, the International Monetary Fund has trimmed its forecasts for global economic growth from 3.4% to 3.3% this year and from 3.6% to 3.4% in 2021. But this is still above the 2.9% growth rates a...

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 Investment

Partner Insight: The attractions of the small-mid private equity segment

Partner Insight: The attractions of the small-mid private equity segment

New empirical research from Schroders Capital reveals that small and mid-sized private equity funds have outperformed large funds with greater resilience through economic cycles

Viswanathan Parameswar, Eufemiano Fuentes Perez and Verity Howells at Schroders
clock 19 November 2024 • 4 min read
Partner Insight: Is it time to rebalance portfolios as the UK economy stabilises?

Partner Insight: Is it time to rebalance portfolios as the UK economy stabilises?

Brooks Macdonald
clock 18 November 2024 • 2 min read
Partner Insight: The case for value in a balanced portfolio

Partner Insight: The case for value in a balanced portfolio

It’s been an anemic time for value stocks but the managers of Vanguard’s active multi-asset range think a focus on valuations could be rewarded.

Madison McCall Active Product Specialist, Vanguard, Europe
clock 18 November 2024 • 5 min read
Trustpilot