Active Long Only Solutions Review: Q3 2017

A general melt-up in asset prices continued over the third quarter which saw the S&P 500 record its eleventh consecutive monthly gain through to the end of September, only the second time in the last seventy years that this has happened. Better than expected global economic data, buoyant and broadly synchronised global economic growth and plentiful central bank liquidity have continued to underpin risk whilst any clear catalyst which has the ability to derail the current period of euphoria remains absent for the time being. On the economic growth side, all 45 countries tracked by the OECD are currently on course to expand this year, the most synchronised degree of global growth since 2010 and itself additionally spurred on by a weaker USD since it peaked in December 2016.

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QUARTERLY REVIEW

Active Long Only Solutions Review: Q4 2017

Perhaps the oddity of the fourth quarter and for 2017 as a whole was the extent to which markets remained heavily conditioned...

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Active Long Only Solutions Review: Q3 2017

A general melt-up in asset prices continued over the third quarter which saw the S&P 500 record its eleventh consecutive...

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Active Long Only Solutions Review: Q2 2017

The broad based global reflation narrative which underpinned risk assets over the second half of 2016 has gradually waned...

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