January 2025 - Monthly House Views
From promises to implementation: where will economic policy go?
At the start of this year, there remains a great deal of uncertainty surrounding the implementation of economic policy choices. In the United States in particular, the new administration will have to prove to what extent the policies promised during the campaign can be implemented. These uncertainties are fuelling fears about the inflation outlook, which is generating volatility in long-term bond yields.
What does this mean for investors and how does it impact our asset allocation?
Learn more in our January 2025 House Views by clicking on the image below:
28
Feb
2025
February 2025 - Monthly House Views
Make Europe Investable Again
Make Europe Investable Again
12
Dec
2024
December 2024 - Monthly House Views
Moving to a New Year
Moving to a New Year
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