March 2024 - Monthly House Views
Different Rhythms
All regions are growing but all at very different tempos. The US economy continues to grow a particularly strong pace whilst the euro area and United Kingdom are marching to a slower beat. In these regions, labour markets are looking healthy and easing inflation is providing a welcome boost to household purchasing power. Against this background, central banks are likely to cut rates gradually from late spring. Meanwhile, the Chinese economy continues its complex tango with structural problems and crucially a loss of faith by international investors. What does this mean for investors and how does it impact our asset allocation?
Learn more in our March 2024 House Views: Different Rhythms by clicking on the link here or 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