Are we heading for the Goldilocks scenario?
The difficult economic balance of “not too hot, not too cold” needs inflation to fall to target while the economy keeps growing, allowing for rate cuts. Here’s why we think it could happen
Pensions Watch 30
In this edition of Pensions Watch, we look at the considerable risks and challenges the decumulation decision-making process poses and how we might solve for these if more optimal retirement outcomes are to become the norm.
Politics, Inflation & Interest Rates
ECB to cut rates this week.
The race for rate cuts
After a series of negative surprises in the US, the Fed is no longer expected to lead on rate cuts. Europe is now where all eyes are cast but will it be the ECB or BoE, that blinks first?
Multi-Manager Perspectives – Can the economic data save Rishi Sunak? Probably not.
It has been a busy week in the UK, not least with the announcement of a general election that no-one seems to think the incumbent Conservative party will be able to win.
Is the US set to underperform Europe and the UK?
Whilst US rates look set to remain on hold, the UK and Europe could see a gradual reduction in borrowing costs begin soon.
Inflation falls: how far will interest rates follow?
Inflation is finally falling in the US, UK and Europe, but will we see greater dispersion in central bank actions?
Multi-Manager People’s Perspectives – US inflation data still not compatible with interest rate cuts
It has been a busy fortnight with the economic data, and market mood dominated by the US inflation data.
Rate cuts to start in June
In Europe, a June cut is likely – but what about the UK and US?.
New opportunities as recession fears recede
Three key themes are driving our investment strategy in 2024. We share the thinking behind the opportunities we have identified.
