Multi-Manager People’s Perspectives: Forget about ‘landings’ – should we be focusing on the economic upturn?
Financial markets saw a quiet week in the run up to the Easter break but the past few days have been a lot busier with the usual start-of-month deluge of economic data.
The first cut is the easiest
With real rates rising as inflation falls, we explain why central banks should consider cutting interest rates soon.
Global Markets Outlook – Inflation, interest rates and equities: where to next?
The US, European and UK economies are all set to deliver on the promise of immaculate disinflation.
Game on Inflation
Leading indicators imply falling UK inflation could be sustained. This, and rate cuts in Europe and the US, raise the odds of an easing in the UK.
Multi-Manager People’s Perspectives – Rate cuts are on the horizon
It has been a busy couple of weeks since the last update, with last week dominated by economic data and this week dominated by central bank meetings.
Will sticky inflation stop the US cutting interest rates?
Disappointing data has dampened expectations around US rate cuts. We think that pessimism is overdone and explain why.
The very hungry caterpillar – eating its way to growth
The UK stock market has attracted the attention of private equity buyers. We take a closer look at valuations and a growing trend for share buybacks.
Interest cuts to start in June
Consensus for June rate cuts from the Fed and ECB are firm. What are the odds that the UK, seen as a laggard, could follow through too?
Multi-Manager Perspectives – Did everything go as expected this week?
After a subdued start this week, equity markets regained their momentum by Thursday, with fresh all-time highs set in the US, France and Germany.
Interest rates, growth and financial markets
In the absence of significant economic contraction, central banks look set to hold off cutting rates until wage inflation eases. What can we expect from financial markets?
