November 2024 - Monthly House Views

US: Towards a Major Change in Economic Policy

The outcome of the US elections turned out to be a clean sweep for the Republican camp after winning not only the White House but also both chambers of the Congress. This combination will put the new President in a strong position to implement the policies announced during his campaign. What does this mean for investors and how does it impact our asset allocation? 

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12
Dec
2024
December 2024 - Monthly House Views
Moving to a New Year
Markets
Moving to a New Year
December 2024 - Monthly House Views
04
Dec
2024
Investment Perspectives
It’s been a good 12 months for investors, yet consumers and businesses appear to be overly pessimistic. So, what comes...
Insights
It’s been a good 12 months for investors, yet consumers and businesses appear to be overly pessimistic. So, what comes next?
Investment Perspectives
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...
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.
Wealth Planning
Discover essential wealth planning strategies for business owners to protect personal finances and company assets.
Wealth planning for business owners