October 2023 - Monthly House Views
Resilient economy, waning momentum
As monetary policy tightens and fiscal policy normalizes, we foresee a modest slowdown in developed economies. The US remains resilient with a robust labour market and normalising inflation, while European economies may lag due to wage and inflation discrepancies. China's outlook is disappointing, especially in the real estate sector. Central banks, nearing their rate-hiking peak, will await signs that core inflation is under control. The exception is the Bank of Japan, possibly adjusting its accommodating policy. What does this mean for investors and how does it impact our asset allocation? Learn more in our October 2023 House Views by clicking on the document below. |
12
Dec
2024
December 2024 - Monthly House Views
Moving to a New Year
Moving to a New Year
06
Dec
2024
November 2024 - Monthly House Views
US: Towards a Major Change in Economic Policy
US: Towards a Major Change in Economic Policy
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...
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...
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