July 2023 - Monthly House Views
Waiting for the Pause
Markets are now pricing in a forthcoming pause by central banks, notably for the US Federal Reserve. Headline inflation has continued to come down in most economies, in line with producer prices, but core inflation is proving more stubborn against a backdrop of still solid labour markets. This is especially true in the UK, where the Bank of England is now expected to continue raising rates to 6%, maintaining a much more hawkish stance than its US and Eurozone peers. What does this mean for investors and how does it impact our asset allocation? Learn more in our July 2023 House Views by clicking on the document below. |
19
Nov
2024
November 2024 - Monthly House Views
US: Towards a Major Change in Economic Policy
US: Towards a Major Change in Economic Policy
21
Oct
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
15
Oct
2024
October 2024 - Monthly House Views
A multi-pace global economy
A multi-pace global economy
07
Oct
2024
This time may well be different
Throughout the summer, global financial markets demonstrated extreme volatility, which was to a large extent caused by...
Throughout the summer, global financial markets demonstrated extreme volatility, which was to a large extent caused by...
Insights
Throughout the summer, global financial markets demonstrated extreme volatility, which was to a large extent caused by the state of the US labour market. Since the beginning of the year, the US unemployment rate has been trending higher, increasing to 4.1%1. Historically, such an increase has coincided with a recession in the US.
The markets were thus...
This time may well be different
10
Sep
2024
September 2024 - Monthly House Views
Central banks to step up the pace
Central banks to step up the pace