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Outlook for 2017

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Manage episode 171232379 series 1250141
Innhold levert av Audioboom and Morningstar UK: Podcasts. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Audioboom and Morningstar UK: Podcasts eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Welcome to the first podcast of 2017 from Morningstar UK, the leading provider of independent investment research. As it’s the start of the year lets take a look at what you can expect from global markets in 2017, starting with bonds. Emma Wall, senior editor for Morningstar speaks to Morningstar Investment Management's Mark Preskett who says gilt yields may fall in 2017 but bonds still have an important role to play in investor portfolios.

Turning now to UK Equities we have Simon Brazier, manager of the Investec UK equity fund. Simon says investors should prepare for a year of volatility - but there are opportunities in domestically focused cyclical stocks.

2017 will be the year for several European Elections including in the Netherlands, France and Germany all of which could impact the market. Canada Life Investments' chief investment officer David Marchant considers the impact of these European elections on asset prices and investors.

Political upset can cause market volatility - and investment opportunities. But perfect market timing is near impossible, so how can investors be sure to profit from the dips? We now go to Emma Wall who shares her insight on how to profit from the upcoming European elections.

Some European equity managers struggled last year, as energy and financial stocks rallied. Muna Abu-Habsa, Director of Manager Research Ratings for Morningstar suggests funds that can adjust to these changing backdrops may be best positioned for 2017.

Is President Donald Trump a threat to emerging market returns? Paul Jackson, Head of Research for Source ETF considers the outlook for the sector and where investors can find the best opportunities.

Subscribe to our podcast on itunes:

https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2

http://www.morningstar.co.uk

  continue reading

44 episoder

Artwork

Outlook for 2017

Morningstar UK: Podcasts

51 subscribers

published

iconDel
 

Arkivert serier ("Inaktiv feed" status)

When? This feed was archived on March 19, 2022 06:08 (2y ago). Last successful fetch was on April 07, 2020 16:43 (4y ago)

Why? Inaktiv feed status. Våre servere kunne ikke hente en gyldig podcast feed for en vedvarende periode.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 171232379 series 1250141
Innhold levert av Audioboom and Morningstar UK: Podcasts. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Audioboom and Morningstar UK: Podcasts eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Welcome to the first podcast of 2017 from Morningstar UK, the leading provider of independent investment research. As it’s the start of the year lets take a look at what you can expect from global markets in 2017, starting with bonds. Emma Wall, senior editor for Morningstar speaks to Morningstar Investment Management's Mark Preskett who says gilt yields may fall in 2017 but bonds still have an important role to play in investor portfolios.

Turning now to UK Equities we have Simon Brazier, manager of the Investec UK equity fund. Simon says investors should prepare for a year of volatility - but there are opportunities in domestically focused cyclical stocks.

2017 will be the year for several European Elections including in the Netherlands, France and Germany all of which could impact the market. Canada Life Investments' chief investment officer David Marchant considers the impact of these European elections on asset prices and investors.

Political upset can cause market volatility - and investment opportunities. But perfect market timing is near impossible, so how can investors be sure to profit from the dips? We now go to Emma Wall who shares her insight on how to profit from the upcoming European elections.

Some European equity managers struggled last year, as energy and financial stocks rallied. Muna Abu-Habsa, Director of Manager Research Ratings for Morningstar suggests funds that can adjust to these changing backdrops may be best positioned for 2017.

Is President Donald Trump a threat to emerging market returns? Paul Jackson, Head of Research for Source ETF considers the outlook for the sector and where investors can find the best opportunities.

Subscribe to our podcast on itunes:

https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2

http://www.morningstar.co.uk

  continue reading

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