Bringing you live news and features since 2006 

International equity markets can continue to make progress into 2015, says SLI

RELATED TOPICS​

International equity markets can continue to make progress into 2015, as long as policy errors are avoided and corporate profits expand, according to Standard Life Investment’s economic and market outlook for 2014.

The report highlights that the investment theme of sustainable yield is evolving into one of sustainable earnings expansion in many portfolios.
 
The good news is that the House View remains confident about the ability of companies to generate positive cash flows into 2014-15. Together with current market valuations, this still suggests investors should remain exposed to riskier assets, primarily in equity and real estate.
 
The bad news is that government decisions, especially about structural reforms but also fiscal policy and regulation, could periodically have a major impact on market sentiment, generating turbulence in the prices of many financial assets.
 
Andrew Milligan, head of global strategy, Standard Life Investments, says: “Forecasting the direction for financial markets is never easy, especially at turning points in the policy making cycle or when politics have a major effect on investor sentiment. We believe that 2014 will be a battle between economic fundamentals and political obstacles.
 
“Equity markets can make new highs on the back of supportive policy and a continued economic recovery, although structural reforms are certainly necessary to prevent more economies sliding into secular stagnation.”

Latest News

REX Shares has announced a strategic reorganisation that integrates its REX Shares, MicroSectors, and T-REX products, as well as REX..
Allspring Global Investments writes that as it builds an investment platform for the future, it has filed for exemptive relief..
LSEG Lipper writes that ETF promoters in Europe enjoyed estimated net inflows (+EUR25.1 billion) for May 2024...
The European Fund and Asset Management Association (EFAMA) has published its 2024 industry Fact Book, which includes a foreword by..

Related Articles

Marcus Wayerer, Franklin Templeton
Franklin Templeton says that emerging markets are navigating a tricky environment at the moment, due to factors such as the...
Matt Barry, Touchstone Investments
Back in 2022, Cincinnati, Ohio-based Touchstone Investments launched its first four ETFs, having previously been predominantly a mutual fund company....
CN Tower, Toronto
The winners were announced in the second ETF Express Canadian awards at the event held at The Quay in Toronto,...
Darren Jordan, Komainu
Custody specialist, Komainu, was launched in 2018 as a joint venture between Nomura, digital-asset investment manager, CoinShares and blockchain business,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by