June 2023 - Monthly House Views
A Decidedly Atypical Cycle
As they bounce back from some highly specific economic shocks, developed economies continue along their decidedly atypical cycle. The inflationary and monetary tightening brakes are on, but they are still being countered by the strong finances of households and companies, especially in the United States. On the other hand, we are trimming back our forecast for the recovery of the Chinese economy, which, having reopened, is taking longer than expected to get out of the blocks. What does this mean for investors and how does it impact our asset allocation? Learn more in our June 2023 House Views by clicking on the document below. |
03
Dec
2024
November 2024 - Monthly House Views
US: Towards a Major Change in Economic Policy
US: Towards a Major Change in Economic Policy
03
Dec
2024
October 2024 - Monthly House Views
A multi-pace global economy
A multi-pace global economy
03
Dec
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
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