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Coutts identifies investment opportunities in its Mid-Year Investment Outlook

European equities, sterling, healthcare and technology are all identified as key long-term opportunities for growth by Coutts in its 2017 Mid Year Investment Outlook.

With the political and macro economic landscape set to continue to change, Coutts remains broadly positive towards markets generally but sees the need to be selective with only a slight preference for risk assets overall. In some areas Coutts has rotated into more defensive positions. Elsewhere, there is a preference for alternative asset classes such as absolute return strategies and property over government bonds.

Coutts remains positive on the investment themes identified at the beginning of the year. Some of them – such as technology and European equity – have already delivered good results. Emerging market bonds have also been added to the list of favoured asset types, as emerging economies benefit from stable global growth.

Mohammad Syed, Managing Director and Head of Global Markets at Coutts, said: “We will remain steadfast in following our investment principles, focusing on opportunities that we believe are inexpensive relative to their long-term value. The normalising global economic environment (with growth picking up and interest rates rising) has been positive for risk assets and has pushed equity and credit valuations up, but we are watching closely for signs of slowdown.”

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