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Our perspective on the national and global investment outlook and how we’re positioning portfolios.
Monetary easing, fiscal support and surplus liquidity should – absent any exogenous shocks – provide enough support for risk assets to overcome geopolitical risks.
Monetary easing, fiscal support and surplus liquidity should – absent any exogenous shocks – provide enough support for risk assets to overcome geopolitical risks.
With the race to the White House nearing the finish line, our Chief Investment Office explains why it remains as focused on the long-term market implications that may stem from the election
After holding interest rates steady for more than a year, the US Federal Reserve (Fed) finally delivered the interest rate cut investors had been so eagerly awaiting.
The notion of thematic investing has risen in popularity recently and is often associated with the technology sector and disruption.
For investors, the year ahead will be a fine balance between chasing potential equity market gains and protecting capital should the soft-landing fail to materialise.
As we farewell 2023, the key question in 2024 remains how high and how long central banks keep interest rates elevated?
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