January 2024 - Monthly House Views
2024: Back to Normal?
Hopes for big central bank rate cuts in 2024 underpinned the sharp rally of nearly all asset classes at the end of 2023, making good much of the decline seen in 2022. Investors believe the worst period of inflation is now behind us and price pressures and monetary policy are moving back toward some kind of “normal”. Economies continue to shows signs of resilience with job markets remaining buoyant while resorbing excess savings. Nonetheless, it cannot be underestimated that the process of returning to "normal" may not be as quick as we would like. What does this mean for investors and how does it impact our asset allocation?
Learn more in our January 2024 House Views by clicking on the following link: 2024: Back to Normal? or the document below.
US: Towards a Major Change in Economic Policy
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