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Q3 Investment Update 2019
See below for the latest holistic view of our investment decisions and details of the changes we’re making to portfolios. The in-depth document includes an overview of markets, our core scenarios for future developments, our outlook and proposed actions for Q3 2019.
Happy New Year…of the Dog. But what can we expect from markets?
16 February sees the start of a new Chinese lunar year in the Year of the Dog. But while we have seen more volatility over the last few days than for the whole of 2017, how should investors react.
Q4 Investment Update 2019
See below for the latest holistic view of our investment decisions and details of the changes we’re making to portfolios. The in-depth document includes an overview of markets, our core scenarios for future developments, our outlook and proposed actions for Q4 2019.
Q3 Investment Update 2018
See below for the latest holistic view of our investment decisions and details of the changes we’re making to portfolios. The in-depth 12-pager includes an overview of markets, our core scenarios for future developments, our outlook and proposed actions for Q3 2018, and a summary of portfolio changes.
Q4 Investment Update 2018
See below for the latest holistic view of our investment decisions and details of the changes we’re making to portfolios. The in-depth 12-pager includes an overview of markets, our core scenarios for future developments, our outlook and proposed actions for Q4 2018, and a summary of portfolio changes.
Q2 Investment Update 2018
The latest holistic view of our investment decisions and why we are making what changes to our portfolios. The in-depth 12-pager includes an overview of markets, our core scenarios for future developments, our outlook and proposed actions for Q2 2018, and a summary of portfolio changes.
What We Got Right And Wrong 2016
Adding to European Equity
This week, Ben Kumar provides an overview on French politics, portfolio positioning and inflation certificate performance
Market Round Up 24 April 2017
This week’s report provides a review of the first round of France’s presidential vote and the likely future ramifications of the population’s decision.
Press Release - French election round one result
French Election Fever: Market Is Responding To Diminished Tail Risk, Says 7IM
Press Release - Sell In May
Following a ‘sell in May’ strategy likely to harm your long term investment prospects
Market Round Up 18 April 2017
This week we cover the call for the UK snap general election, UK and German economic sentiment, and US inflation. It also provides a portfolio update ahead of Sunday 23 April and the first round of the French presidential election.
Our initial thoughts on the snap election
Chris Darbyshire talks about his initial thoughts on the UK's snap election.
Press Release - Snap Election
7IM on Snap UK General Election: Good Investment Is About Managing The Risks Of The Unexpected: Here Is A Great Example
An Outlook - Markets don't die of old age
Investors seem to be a little less convinced about reflation trades now than they did at the turn of the year.
Sheltering Portfolios Around The French Election
Losing its marbles but rebuilding the temple
The Greek debt issue is back in the headlines and no one seems to be able to come up with a viable solution for its resolution. Justin, however, is able to point to the past for a lesson as to how Greece could achieve some success in putting the weighty problem behind it.
Q2 Investment Update 2017
The latest holistic view of our investment decisions and why we are making what changes to our portfolios. The in-depth 10-pager includes an overview of markets, our core scenarios for future developments, our outlook and proposed actions for Q1 2017, and a summary of portfolio changes.
Press Release – 7IM Insights To Spring Clean Your Portfolio
Market Round Up 3 April 2017
The week focuses on the French elections that start on 23 April and the risks they pose for European equities in particular vis à vis our portfolios. Also covered is some of the latest UK, European and US economic data.
Seven steps to a financial spring clean
Spring has sprung – well date wise anyway given the official Spring Equinox is behind us and the clocks have been wound forward – and the weather’s getting there too!
After Article 50: Latent Soft Brexit Forces Unleashed?
Caught Between Economic Growth And Political Risk
Market Round Up 27 March 2017
This week’s update sees some information on the initial phase of the Brexit negotiating process, the likely impact on Sterling and how the investment team has positioned portfolios accordingly. Also covered is the recent news on UK retail sales, US existing home sales and Germany’s latest consumer confidence numbers.
7IM ISA Insights: Asset Allocation and Currency Risk Key Issues To Get Right
Market Round Up 20 March 17
This week is a summary of the Dutch election results, interest rate decisions in the UK and US, confidence in Germany’s economy’s in Q1 2017 and a portfolio update.
Inflation: lemons don’t always lead to lemonade
The Office for National Statistics has completed its annual review of the basket of goods that it uses to calculate inflation. But what does that mean, how is inflation calculated and what effect does it have on investments. We talk through some of the basics here.
Market Round Up 13 March 17
This week’s update brings people up to date with the latest French presidential election polls, improving UK and EU GDP growth forecasts and US job numbers. The portfolio section provides and overview of the tactical asset allocation process currently being undertaken by the team.
Market Round Up - 27 February 2017
This week’s topics are the Copeland by-election, that latest data from the UK and EU, as well as an update from the Federal Reserve. We also provide an update on the portfolio.
Market Round Up - 20 February 2017
This week's topics include Trump’s popularity ratings, UK retail sales, Japan’s trade balance and US Federal Reserve rates, as well as the usual portfolio update.
Commodity Price Bounce
Market Round Up - 13 February 2017
Give a financial gift this Valentine’s
Are companies the next target of the populist desire to overturn the status quo?
Seven Investment Management Extends Tax Efficient Dublin Fund Range
What A Difference A Year Makes
Market Round Up - 7 February 2017
This week’s topics include the Bank of England’s changing growth forecasts for the UK, the latest Eurozone retail sales figures, US job numbers and an update on the French presidential election, as well as the usual portfolio update.
Market Round Up - 30 January 2017
This week covers UK economic data, US and Germany consumer spending, and the final French presidential primary. We also provide an update on recent portfolio actions.
A pause for breath – but inflation is still coming
Market Round Up - 23 January 2017
This week covers Sterling’s recent rally, UK inflation, UK retail sales and the recent ECB meeting. Portfolio actions discuss the alternatives allocation.
The Case For Sterling
So Theresa has finally spoken, and we are… not that much the wiser. There were a few new bits of information though – highlighted below with some comment.
Market Round Up - 16 January 2017
On Friday, the FTSE 100 notched up its 12th consecutive record high and marked the 14th consecutive day of the index finishing higher.
Inflation on the rise
This week we provide an update on our portfolio actions, inflation and Purchasing Manager Indices for the Eurozone, UK and US.
The Year Ahead 2017
Our positive economic outlook for 2016 was pretty much correct and, at the end of the year, it looks as if markets reflected that growth with almost all major equity indices in positive territory.
Predictions Are Very Difficult
“Prediction is very difficult, especially if it’s about the future” – Niels Bohr The Danish physicist Niels Bohr wasn’t talking about financial markets, but he might as well have been.
...and another thing....Justin
Politics Clouds The Investing Outlook
A Christmas Of Discontent
Support For British Forces Foundation Goes On The Road
As part of our philanthropic activities, 7IM supports the work of the British Forces Foundation. 2016’s money is going to entertain more than 5,000 members of Armed Forces’ families – a welcome distraction for many given they have family members away for months on active duty.
UK Trade Data Republished
This week's edition covers the UK trade data publication and revisions, the latest oil production deal, UK data on production and the decision by the European Central Bank on Quantitative Easing.
Markets Relish and Fear Trump’s Impossible Task
This edition covers the Richmond Park by-election, the latest UK economic data, the Italian Referendum and the latest Trump Twitter storm.
Political Calendar Full
Elections in Europe from now till early 2018, last week’s Autumn statement, the latest EU Purchasing Managers’ Index numbers, and an update on the French President nominations.
On reflection, I’m braced for anything
The City veteran manages £10bn of our money but still loves driving an old Morris and collecting points on his Tesco Clubcard.
New Focus For Governments?
So this week’s one-pager focuses on governments’ shift from monetary policy to fiscal policy, UK retail sales, more good US data points and the start of the French election campaign.
This week we cover the US election result, the impact on markets and the latest UK data on both the balance of trade and the construction industry.
Another blow for pollsters and bookmakers
It's another blow for pollsters and bookmakers when Trump won the US election. The American public has voted for a businessman with little experience of government. His policies championed the common man more convincingly than even the party of the common man. He also promised considerably more in financial gain to the US population, but what does that mean for investors?
What Brexit Means
This week it covers Brexit, the US election, UK and US monetary policies.
Populist revolution or protest vote?
Conventional politics is dead. Brexit and Donald Trump are not the only examples of the growing desire among voters to try something radically different. Their actions are thought to express economic and political disadvantage arising from under-representation in national governments and the delegation of sovereignty to supranational organisations. How deep does this undercurrent run, and how concerned should investors be?
38 Legislative Bodies To Persuade
This week we cover, UK and US GDP data, the latest on the US election and the surprising impact of soybean exports on US GDP
The Impact of Inflation
Inflation is on the rise. The latest numbers state prices increased to 1% in September, up from 0.6% in August, according to the office for National Statistics. But what does that mean?
Sterling's Cold Goes Viral
This week's overview covers the UK political scene, Sterling's movement, the latest global, macro economic data, and Trump's election campaign.
A Steady Outlook But Watch Out For The Banana Skins
Investors’ attention has been dominated by political risk recently. This is no surprise given the pending US elections, European political risk and the impact of Brexit on the UK economy. The article highlights what 7IM is doing in this scenario.
POLITICIANS VEER TO THE LEFT
This week's overview covers the UK political scene, Sterling's movement, the latest global, macro economic data, and Trump's election campaign.
Political Uncertainty Dominates Markets; Fundamentals Essentially Ignored
Seven Investment Management published its investment update and outlook on the back of a summer of significant events in the UK. Political uncertainty, however, looks set to remain high on the agenda domestically, as well as across Europe and the US.
Paraplanning support set to step up at Seven Investment Management
Looking For Value
The strong market rally since the end of June took many investors to an uncomfortable place: many missed it altogether. Even for those who have benefited from the rise in asset prices this year, the current situation in both bonds and equities puts them in a difficult spot. So what should investors do now?
Another Award For The Technology That Helps Clients Plan Future Finances
7IMagine wins an award at the UK Platform Awards 2016. It follows on from the Financial Times Adviser award in June 2016.
Brexit Risk Moving From The Mainstream To The Margin
We debate the likelihood of a Leave vote based on the polls and turn out estimates. We also outline what positions we're taking in our portfolios in the run up to the Referendum. Sterling is rapidly becoming a key tool to hedge the risks.
The Nasty Virus of Negative Interest Rates
Two high street banks have warned that business customers may have to pay for the bank to keep their money on deposit, but will they stop there? We look at what the current level of interest rates means for savers and ask if there are other options available.
Brexit: How to Navigate Without a Map
The EU voting form gave a choice of Leave or Remain, but little beyond that. We now have to expect the politicians to step up and assess what type of Brexit is the best way for the UK to head towards. We evaluate how the economy and markets may react to those debates.
So Despite The Soap Opera - What Should We Be Doing?
It's been an eventful summer. Taking a step back, we can look at the big picture of what's happening around the world and where growth may lead to some positive returns for battered Brexit-affected investors.
Currency positions have been helpful for us over the last few weeks and our substantial allocations to non-Sterling currencies have been helping us to deliver positive results following the referendum. But how are we now beginning to update allocations?
Navigating The Aftermath
With the immediate shock of the Brexit vote already beginning to dissipate in markets (although not in the value of the Pound), we take stock and look to determine where we may be able to distance our portfolios from any continuing local contagion.
Currency Diversification Brings Benefits
While the ramifications of the Brexit vote are still being priced into markets, we examine how our asset allocation process that adds the complexity of foreign currency exposure helped protect portfolios with the support of other safe haven assets.
Brexit: Now For The Hangover
What does the vote to leave entail for investors? The result could leave the UK in an isolated position. The lower value of Sterling is already starting to push up inflation given the amount of goods we import. Politicians will need to minimise the negative impact of the new need to develop 40+ years of economic and trade legislation.
The Votes Are In... But What Does That Mean?
Three months of tough campaigning has resulted in a vote to leave the EU. But what happens next? Markets reacted badly to the outcome, but how did portfolios perform? We dig into some of the reactions and returns.
The Referendum is almost on us, but what happens post the vote? This outlook aims to provide a view on how we see events unfolding and what our response as portfolio managers may be.
When a Referendum becomes a Neverendum?
Whatever way the vote leans, the UK population may well face a situation stemming from a result that is too close for comfort and so sits uneasily with a big percentage of voters. This could cause the debate to continue to rage and possibly prompt a second vote.
Currencies - Gold, paper and plastic
Currencies via monetary policy have formed a mainstay of governments managing their economies over centuries with varying levels of success. But with the rapidly increasing use of contact-less payment methods, how are the authorities in the UK reacting?
FDI versus Custard Pie
Politicians' predictions about what is due our way post the 23 June Referendum, depending on their EU stance, are hogging the headlines. Meanwhile numbers published showing a downturn in foreign direct investment are more concrete. Overseas companies are taking a dim view of the possible results that a Brexit vote could mean.
Good Morning, Mr Mayor
The new Mayor of London has taken his position and Sadiq Khan must now make good on the various promises he made during his campaigning. We look at some areas of the capital that we believe warrant attention.
Sheltering Portfolios Around The Brexit Decision
Markets hate uncertainty and the EU Referendum on 23 June is causing enough of that. We look at seven asset classes and try to break down what will happen if we vote remain or if we vote leave.
A Re-cap On Asia
In January 2015, we published an update on our views to support our allocation to Asia, a favoured region within our overall emerging markets strategy. Since that date, movements in both the financial and economic environments have had an impact. We assess what's changed and what's next for our portfolios.
Looking For Direction
Markets may have recovered from the first volatile quarter of 2016, but what is next in store? This outlook aims to provide a view on how we see events unfolding and what our response as portfolio managers may be.
Its May Again
Is the old market maxim of 'Sell in May and go away…and don't come back till St. Leger Day' still valid? Or should investors look to adopt a different strategy given the looming large market events such as June's EU Referendum?
Cost Matters Over 15 Years On 7IM Still Has Cost Control Top Of Mind
Fees and charges have a significant impact on the performance of your investments and, in the same way positive returns compound, so too do the costs attendant to a professional manager managing your money. 7IM have kept costs low for 15 years.
The Rout Of The Retailers And A Stern Lesson For All Trustees And Their Liabilities
With the news of the BHS bankruptcy and failure to find a new owner, we look at the state of its pension scheme. In particular, the role of the pension fund's trustees is analysed.
Phil Bungey To Join 7IM
Phil Bungey joins Seven Investment Management's senior executive team as COO. He takes over from Hazel Paton who is retiring after nine years with the firm.