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. |
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