There have been some decent returns for investors in 2017 despite some ongoing geopolitical challenges and concerns about increasing valuations. This video shows some highlights from our Macro and Markets – The Outlook for 2018 panel at the Thomson Reuters Lipper European Alpha Expert Forum 2017.
Keith Wade, Chief Economist at Schroders, Patrick Armstrong, CIO at Plurimi Investment Management and Jason Day, Senior Investment Manager, Standard Life Wealth, examine the outlook for key market movers such as liquidity, interest rates, inflation and the search for value in asset classes.
They also outline their asset preferences in their portfolios as we move into 2018.
The panel is moderated by Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters.
About Keith Wade
Keith Wade is the Chief Economist at Schroders.
He is responsible for the economics team and the house view of the world economy. He formulates asset allocation strategies and is based in Schroder’s Multi asset group in London.
He is a member of the Group Asset Allocation Committee and became Schroder’s senior economist responsible for international economic forecasting in early 1992. His investment career commenced when he joined Schroders in 1988 as its UK economist.
Prior to joining Schroders he was a researcher at the London Business School’s Centre for Economic Forecasting.
Keith is a member of the UK Society of Investment Professionals (UKSIP) and the Society of Business Economists, a member of the investment committee for Addenbrookes hospital charity fund in Cambridge. He is a regular contributor to the press and has co-authored a book on macro-economics for MBA students.
He holds a MSc and BSc in Economics, London School of Economics and the Investment Management Certificate (IMC).
About Patrick Armstrong
Patrick is CIO and co-heads Plurimi Investment Managers. Previously Patrick spent 5 years as CIO at Armstrong Investment Managers, focusing on risk-controlled global macro multi-asset solutions and 6 years as co-head of Insight Investment’s $2 billion Multi-Asset Group.
Prior to joining Insight Patrick worked at UBS as Head of Manager Selection for the $6 billion Managed Accounts Program. Patrick also worked at Deutsche Bank as an equity analyst, TD Securities as a derivatives analyst and began his career at Templeton management in Toronto.
Patrick has an MBA from the Rotman School of Management – University of Toronto, and is a Chartered Financial Analyst.
About Jason Day
Jason is a Senior Investment Manager for Standard Life Wealth and has over 20 years’ experience of fund selection, asset allocation and portfolio construction.
Standard Life Wealth work directly with private clients, as well as financial advisers, accountants, solicitors, trustees and charities, both in the UK and internationally.
As part of Standard Life Investments, Standard Life Wealth offer institutional investment management capabilities that are not usually available to private clients. To achieve this, they offer two distinct but complementary investment approaches; Target Return and Conventional. This approach provides clients with both choice and flexibility and allows them to build portfolios that satisfy a variety of client goals and appetite for risk.
Thomson Reuters Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.
This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Thomson Reuters cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice.
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