Corporate earnings in the spotlight
How consensus forecasts for US and European earnings have been evolving over recent months?
In Focus Monthly - February 2019
China’s seemingly inexorable rise is often portrayed as threat to wellbeing in the west. This isn’t so. In this issue, read what the recent slowing of China’s economy means for global investors.
European earnings lagged behind those in the US for Q4 2018, but Q1 may see a sharp earnings per share slowdown. Our experts discuss how consensus forecasts for US and European earnings are evolving.
Low interest rates and Brexit uncertainty are all causing a sharp fall in UK housing market confidence. Is there a value opportunity here?
Sweeping sanctions were imposed by the US on Venezuela’s state-owned oil firm in January. Diverting Venezuelan oil exports from the US market may be difficult to implement. Will this support oil prices?
The hysteria that gripped investors at the end of last year is fading as capital markets have seen a broad recovery, from stocks to corporate credit.
We hope you enjoy reading this issue.
Are Brexit jitters creating a property opportunity?
The slowdown in UK house price increases occurred despite favourable supply and affordability conditions.
How will Trump’s sanctions shape oil prices?
A diversion of Venezuelan oil exports from the US market may be difficult to implement.
Is the slowing Chinese economy a threat?
Should we be celebrating signs that China’s economy has run into the sand in recent quarters?
Investment grade credit - skews me
As the hysteria that gripped investors toward the end of last year fades into memory, capital markets have seen a broad recovery, from stocks to corporate credit.
Catch up on our older issues of In Focus Monthly: