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EdisonTV | Market Strategy | 11/10/2016

Alastair George discusses his note for Q4

Alastair George discusses his note for Q4

Alastair George discusses his note for Q4

Alastair George discusses his note for Q4

Alastair George discusses his note for Q4
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11/10/2016 |

Market Strategy - Disturbing tranquillity

Market Strategy - Disturbing tranquillity

In June’s edition of the market strategy webcast, Alastair George discusses the recent decline in market volatility; what is happening in the global economy with the cyclical recovery possibly hiding some structural weaknesses which are showing up in the data; why interest rates may be increased ahead of market expectations; and current views on equity and credit valuations.
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22/07/2014 |

Market Strategy: April 2014 - Focus on monetary policy & valuations over geopolitics

Market Strategy: April 2014 - Focus on monetary policy & valuations over geopolitics

Edison’s strategist, Alastair George, has recorded a short video discussing several macroeconomic trends. The main topics are • asset class performance; • challenges and the outlook for EU monetary policy; • market valuations in the US and UK; and • the impact of the crisis in Ukraine for investors.
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01/04/2014 |

Market Strategy - October 2013

Market Strategy - October 2013

Interview with our strategist Alastair George, who discusses his view that there is now too much optimism built into equity markets as high valuations sit uncomfortably with slowing corporate revenue growth. Although the temptation to reach for returns by sacrificing liquidity and quality may be strong, it should be resisted, and instead investors should consider stress-testing portfolios against adverse moves in markets, profit margins and growth as we approach 2014.
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01/11/2013 |

Market Strategy - June 2013

Market Strategy - June 2013

In this 2 minute webcast Edison’s strategist Alastair George highlights the slowing momentum in sales and profits forecasts, considers the risks companies face in operations in the Eurozone periphery and explains why M&A activity has been limited despite buoyant markets and cheap debt.
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06/06/2013 |