Monthly Market Viewpoint – The...
The broad recovery in equity indices that started with September’s bigger-than-expected cut in the US fed funds rate has faltered,…
14/10/24
Central banks
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Article
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Article
Equity Outlook – It’s the...
With the US Federal Reserve starting to cut interest rates, equities should remain supported in the short term. If our…
07/10/24
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Article
Weekly Market Update – Too...
The pace of events appears to be accelerating as investors and markets have to continuously incorporate significant, new developments in…
07/10/24
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Article
Weekly Market Update – Linking...
The US Federal Reserve’s chunky 50bp interest rate cut will likely lead funds to flow from ‘safe’ assets such as…
30/09/24
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Graph
Graph of the Week –...
What lessons can we draw from the past about how different asset classes perform during a Fed rate cutting cycle?…
27/09/24
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Article
Weekly Market Update – The...
Does the larger-than-expected cut in policy rates by the Federal Reserve suggest the central bank “knows something we don’t”? That…
23/09/24