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.
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