December 2023 - Monthly House Views
Keep calm and carry on!
As a turbulent year comes to end, signs that inflation may at last be under control are now in view. With monetary policy likely at its peak, we anticipate soft economic growth and gradually dwindling inflation in 2024. This scenario offers a great opportunity to add exposure to bond markets and capitalise on the emerging calmness and attractive “carry” offered in fixed income products by the new interest rate levels. What does this mean for investors and how does it impact our asset allocation? Learn more in our December 2023 House Views by clicking on the document below. |
12
Dec
2024
December 2024 - Monthly House Views
Moving to a New Year
Moving to a New Year
06
Dec
2024
November 2024 - Monthly House Views
US: Towards a Major Change in Economic Policy
US: Towards a Major Change in Economic Policy
04
Dec
2024
Investment Perspectives
It’s been a good 12 months for investors, yet consumers and businesses appear to be overly pessimistic. So, what comes...
It’s been a good 12 months for investors, yet consumers and businesses appear to be overly pessimistic. So, what comes...
Insights
It’s been a good 12 months for investors, yet consumers and businesses appear to be overly pessimistic. So, what comes next?
Investment Perspectives
03
Dec
2024
UK Autumn Budget: a lesser drag on growth, but not a game-changer
Though it has been less than a month, the publication of the UK’s Autumn Budget feels like ancient history, with US...
Though it has been less than a month, the publication of the UK’s Autumn Budget feels like ancient history, with US...
Insights
Though it has been less than a month, the publication of the UK’s Autumn Budget feels like ancient history, with US politics commanding the front pages of many UK news outlets. But the Budget is still hugely relevant to the UK economy and markets. In this edition of Market Focus we look at the economic and market impact of these government decisions.
UK Autumn Budget: a lesser drag on growth, but not a game-changer
03
Dec
2024
Wealth planning for business owners
Discover essential wealth planning strategies for business owners to protect personal finances and company assets.
Discover essential wealth planning strategies for business owners to protect personal finances and company assets.
Wealth Planning
Discover essential wealth planning strategies for business owners to protect personal finances and company assets.
Wealth planning for business owners