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George Dent reflects on markets of the past five years and the impact this has had on Walter Scott clients, and outlines their intentions and strategies for the future…

International equity markets are outperforming the U.S. year to date. Is this a durable trend? According to relative earnings growth, the U.S. still has an advantage.

The risks faced by those seeking retirement income differ from those accumulating wealth. This suggests we need to follow a different approach to assessing risk and investing for retirement income clients.

The labor market is an important consideration when evaluating the economic growth prospects of a country. In the U.S., unemployment and demographics metrics look favorable compared to other major economies.

It’s been a tricky couple of years for parts of the alternatives sector. Higher interest rates saw capital flow towards the bond market instead, while many pension funds offloaded alternatives as they de-risked portfolios. But is now a better environment for real assets? Newton head of mixed assets investment, Paul Flood, discusses.

Lately, non-U.S. equities are outperforming the U.S. Is U.S. exceptionalism dead? Productivity growth tells a more positive story.

In this video, Newton head of mixed assets investment Paul Flood outlines where he sees opportunities in alternatives after a tricky couple of years for the sector.

While some fear the S&P 500 is too concentrated in its top 10 stocks, our analysis tells us something different.