Menu Home Insights Investment Outlook Investment Outlook Find all of our Investment Outlook articles for the past two-years in one convenient location. You can also download a PDF version of each report by clicking the below links. Daniel Casali Investment Strategist, Investment management View profile 2021 ARTICLE Investment Outlook November 2021 In the November issue, we assess the likelihood of stagflation and the potential consequences for stock markets. ARTICLE Investment Outlook October 2021 The seeds of today’s US monetary policy were sown 50 years ago when President Nixon took the US off the gold standard. ARTICLE Investment Outlook September 2021 The seeds of today’s US monetary policy were sown 50 years ago when President Nixon took the US off the gold standard. ARTICLE Investment Outlook August 2021 Equity investors are taking an optimistic view on global growth, while bond investors remain gloomy. Who is right? ARTICLE Investment Outlook July 2021 Though the global growth spurt may peak sometime this year, in this month’s Investment Outlook, we suggest the fundamental backdrop for equities remains positive. Private consumption, the driving force for the GDP expansion and company earnings, is underpinned by healthy finances. ARTICLE Investment Outlook June 2021 In the June issue, we discuss: if equities are absorbing an inflationary side effect. ARTICLE Investment Outlook May 2021 In the May issue: we explain why inflation may run hotter for some time, but should move back later in the year. ARTICLE Investment Outlook April 2021 In the April issue we discuss seizing an opportunity in equities after the Ides of March. ARTICLE Investment Outlook March 2021 In the March issue we discuss reflation continuing to drive the equity rally. ARTICLE Investment Outlook February 2021 In the February issue we discuss: optimistic equity investors are positioned for a successful vaccine rollout and rising US inflation is a boon for “value” markets (e.g. the UK & emerging markets). ARTICLE Investment Outlook January 2021 In the January issue we look back on a tumultuous year and discuss the opportunities for the year ahead. Previous editions 2020 ARTICLE Investment Outlook December 2020 In the December issue we discuss how the COVID-19 vaccine announcement is a booster for equities over bonds. ARTICLE Investment Outlook November 2020 In the November issue of Investment Outlook, we discuss how the global economy shows resilience to COVID-19 headwinds. ARTICLE Investment Outlook October 2020 In the October issue of Investment Outlook, we discuss: how COVID-19 continues to drive market risk. ARTICLE Investment Outlook September 2020 In the September issue of Investment Outlook, we discuss: an improving UK economic outlook, but with labour market uncertainty. ARTICLE Investment Outlook August 2020 In the August issue of Investment Outlook, we discuss: Growing attractiveness of non-US markets. ARTICLE Investment Outlook July 2020 In the July issue of Investment Outlook, we discuss: how a new business cycle is starting. ARTICLE Investment Outlook June 2020 In the June issue of Investment Outlook, we discuss: the post-Brexit transition period extension talks with the EU are a short-term risk for sterling ARTICLE Investment Outlook May 2020 In the May issue of Investment Outlook, we discuss: Looking for recovery after the coronavirus sell-off ARTICLE Investment Outlook April 2020 In this month's Investment Outlook, we discuss the rising market risks from the coronavirus outbreak. ARTICLE Investment Outlook March 2020 In the March issue of Investment Outlook, we discuss: Coronavirus may delay the global economic recovery, but not derail it. ARTICLE Investment Outlook February 2020 In the February issue of Investment Outlook we discuss: geopolitical risks from the Middle East. ARTICLE Investment Outlook January 2020 Clearing macro clouds provide 2020 vision for equities View archived Investment Outlook articles Follow us: Personal Services Solutions Business Services Solutions Industries Our People Insights Webinars Subscribe to Insights Careers Experienced hire Newsroom View newsroom Contact us Latest tweet Nexia Privacy statement Slavery and human trafficking Legal and Regulatory information Terms of use Complaints procedure Careers Fraudulent activity Cookie Settings This site uses cookies to provide you with the necessary functionality and to provide a personalised experience. By using this site you agree to our use of cookies. Please read our cookie statement for more information on the cookies we use and how to delete or block them. Accept Adjust cookies settings