May 2024 - Monthly House Views
Rate cuts are coming
Central banks are now set to pivot but will likely be out of sync. The European Central Bank could be the first to cut rates at its June meeting, followed by the Bank of England. Whilst inflation continues to fall in Europe, it has ticked upwards in some components in the United States. That said, there are signs that the US economy is finally starting to moderate. Could this be enough for the Fed to follow suit and cut rates in the second half of the year? What does this mean for investors and how does it impact our asset allocation?
Learn more in our May 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
18
Jun
2024
June 2024 - Monthly House Views
Remaining calm amidst political uncertainty
Remaining calm amidst political uncertainty
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