Interest rate cuts delayed
Central bankers have been pushing back on expectations for early interest rate cuts. Steven Bell discusses the likely timing and extent of cuts.
Multi-Manager People’s Perspectives
A very busy week in markets, with two major central bank meetings, many companies reporting quarterly earnings and the IMF updating its forecasts for global growth.
Weekly macro perspectives: China & Japan – will the divergence persist?
Japanese equities have enjoyed a period of outperformance over their Chinese counterparts. But after recent policy announcements in China, is that trend set to continue?
Multi-Manager People’s Perspectives
Equity and bond markets have moved slightly higher over the week, with the main excitement around the US (as ever) thanks to the main US equity index, the S&P500, closing at a record high last Friday.
For asset managers, a market share fight
Inflation has come down and things have turned out a lot better – economically – than many predicted at the beginning of 2023. Our CEO gives his thoughts on what’s in store for markets and asset managers in 2024.
Are interest rates cuts in jeopardy?
Talk of early 2024 US rate cuts, which spurred a strong rally in bonds and equities globally, has seen a significant reversal.
Multi-Manager People’s Perspectives
What seems to be really impacting the market mood at the moment is the pushback from central banks on market expectations that rate cuts will be coming as soon as March.
Opening Bell – an excess of pessimism about the economy, though not in markets
Are forecasters predicting a slowdown in 2024 being too pessimistic?
How the Australian canary shows this cycle is different
Rate hikes but no recession. Understand the lessons from Australia’s economic resilience and why they bode well for global growth.
Fund Watch Q4 2023
We analyse thousands of funds each quarter – in FundWatch we highlight the elusive few that manage to outperform on a consistent basis.
