Weekly Market Update

13/01/2020

Last week we witnessed abating US-Iran escalation fears paving the way for equities to move higher. Geo-political appears to be reducing especially as the US and China are due to sign the Phase one trade deal on Wednesday. However, Washington has reserved the right to re-impose tariffs if it judges China is not abiding by the deal, so it is not going to be a smooth journey. However, a calmer geopolitical backdrop remains favourable for global growth.

The House of Commons voted overwhelmingly in favour of Boris Johnson’s Brexit deal, finally paving the way for the United Kingdom to leave the European Union later this month. Ahead of his Budget scheduled for 11 March, Chancellor Sajid Javid claimed that the UK will undergo an infrastructure revolution. The plan is to make up to £100bn of investment in infrastructure over the next few years that will provide much needed growth to the domestic economy.

Despite a slowing global economy, it feels like there’s a lot to be optimistic about in 2020. While there are geopolitical issues at large across all continents, we can already see them giving rise to longer-term investment opportunities. From the infrastructure opportunity that comes with a growing urban population, to the health care opportunity of an ageing demographic and the renewable energy opportunity of climate change. There’s no doubt we’re on the cusp of phenomenal global change, and that’s without mentioning the impact of technological advancement and the rise in sustainable products and services.

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