Interest rate cuts back on the agenda
Pessimism about the prospects for US interest rates cuts has been growing steadily as 2024 has developed. But there was a big change last Friday.
Multi-Manager People’s Perspectives – Rate cuts: postponed in the US, on track in Europe
It has been a busy week of news flow, much of which has reinforced the current narrative around the path for monetary policy, with interest rates set to stay on hold for an extended period.
Multi-Manager People’s Perspectives: More reasons for the Fed not to cut interest rates
Markets breathe a sigh of relief over the lack of further escalation in the Middle East – but the focus returns to the sticky US inflation theme.
Total eclipse 2: the rebound in manufacturing
As the prospect of rate cuts dims, amid a manufacturing rebound pushing up metals prices, how do managers respond in their portfolios?
Earnings season: Will Q1 earnings deliver?
After a strong start to the earnings season, a big week lies ahead.
Multi-Manager People’s Perspectives: Yet more reasons for the US not to cut interest rates
Another tough week in markets, with geopolitics and the outlook for rates weighing on sentiment.
Fund Watch Q1 2024
We analyse thousands of funds each quarter – in FundWatch we highlight the elusive few that manage to outperform on a consistent basis.
Is interest rate pessimism overdone?
The European Central Bank looks set to cut in June and there are reasons to believe the US and UK won’t be too far behind.
Multi-Manager People’s Perspectives: Is the US economy running too hot to allow the Fed to cut rates?
It has been a tougher week for equities and bonds, particularly in the US, as economic data once again weakens the narrative around interest rate cuts being just around the corner.
Interest rates, inflation and immigration
Do rising US rents, fuelled in part by higher immigration, call for a reappraisal of the likely scale and pace of US interest rate cuts?
