global markets

Three new sectors from 1 January

Focus on medical cannabis

Looking beyond trade wars and Brexit

An adage of equity investing during a US presidential election cycle is 'avoid healthcare'.

Anticipated downturns should not weigh on long-term decisions

Prudence required to navigate choppy waters

Global equity markets' abrupt sell-off, a fortnight ago now, emphasised equity markets' fragility in the latter stages of a mature economic cycle.

Now a well-chronicled global incident, on 9 March 2009 the S&P 500 index suffered the worst decline in value since the Great Depression.

Part of the June equity market rally was driven by growing investor expectation of a July rate cut in the US, which we believe is overdone.

Clouds of Brexit and trade wars still hang over investors