June 2024 - Monthly House Views
Remaining calm amidst political uncertainty
The announcement of snap elections in the UK and France has added further complexity to an already packed election agenda. Stepping back from the political uncertainty however, the global economic landscape still looks positive, with modest economic growth and inflation drifting gradually downward, giving the key central banks reasons to nudge interest rates down. What does this mean for investors and how does it impact our asset allocation?
Learn more in our June 2024 House Views by clicking on the document below.
04
Jul
2024
Election Briefing
The biggest election year in human history is in full swing and political discourse is growing increasingly emotive....
The biggest election year in human history is in full swing and political discourse is growing increasingly emotive....
Insights
The biggest election year in human history is in full swing and political discourse is growing increasingly emotive. From an investment perspective, however, they tend to have limited impact beyond the short term.
The government has only limited sway over the economy and the economy has a limited impact on markets, argue @Thomas Gehlen, @Nick Lowson, and...
Election Briefing
25
Jun
2024
The Entrepreneurs' Chat Reload: New Interview with Kate Bright
Founder of UMBRA INTERNATIONAL GROUP
Founder of UMBRA INTERNATIONAL GROUP
Entrepreneurs
Founder of UMBRA INTERNATIONAL GROUP
The Entrepreneurs' Chat Reload: New Interview with Kate Bright
06
Jun
2024
Gold is Not All that Glitters
Gold, the shiny metal well known for its store of value in times of uncertainty, has rallied almost 15% this year – more...
Gold, the shiny metal well known for its store of value in times of uncertainty, has rallied almost 15% this year – more...
Insights
Gold, the shiny metal well known for its store of value in times of uncertainty, has rallied almost 15% this year – more than the FTSE 100 and S&P 5001. Indeed, the world has become an increasingly uncertain place, as escalating geopolitical tensions have shown. But, looking at other sentiment indicators, this has not been affecting financial markets too much....
Gold is Not All that Glitters
29
May
2024
Interview with Sally Alington - Founder of Ethos Farm Group
Sally Alington is the founder and CEO of the global consultancy firm Ethos Farm, a group of companies including Ethos...
Sally Alington is the founder and CEO of the global consultancy firm Ethos Farm, a group of companies including Ethos...
Entrepreneurs
Sally Alington is the founder and CEO of the global consultancy firm Ethos Farm, a group of companies including Ethos Farm Limited and Ethos Farm Incorporated.
Interview with Sally Alington - Founder of Ethos Farm Group