The Long View is our quarterly video series bringing together senior investment professionals from across Titan Wealth Group to reflect on the past quarter and share their outlook for the months ahead. The series draws on expertise from across the business to provide a well‑rounded perspective, covering macro‑economic trends, fixed income markets, and equities.
In this update, Kevin Boscher, Chief Investment Officer at Titan Wealth Channel Islands, shares his outlook on global markets, highlighting the supportive backdrop for equities as economic growth strengthens and AI-driven investment continues to gather momentum.
Key takeaways:
- Global growth remains resilient and may accelerate. Kevin believes supportive fiscal policy, accommodative central banks and continued investment in AI are creating a favourable backdrop for economic growth over the next 6-12 months.
- Equities remain the preferred asset class. Improving growth, strong corporate profitability and abundant liquidity continue to support the outlook for equities, despite pockets of elevated valuations.
- Inflation and bond markets remain key risks to watch. While inflation appears manageable in the near term, longer-term pressures from fiscal deficits, rising debt and geopolitical uncertainty could challenge markets further ahead.
Macro Outlook - Kevin Boscher
