Will gold shine in 2024?
Despite an environment of higher interest rates gold prices have risen strongly. Steven Bell discusses gold’s attractions and explores what could happen if borrowing costs fall.
Multi-Manager People’s Perspectives
Financial markets appear to have started the year with a bit of a hangover, which us no surprise given the very festive mood in both equity and bond markets in the final two months of 2023.
Will the UK be the best performer in 2024?
After a dismal couple of years for the UK economy, Steven Bell shares why he is optimistic for big improvements in 2024 and how the UK could beat consensus expectations and possibly even perform better than other countries.
24 ‘what ifs?’ for 2024
Looking ahead to events and trends that could drive economies and financial markets. Will central banks ease monetary policy and what impact will politics have as half the world’s population head to the polls?
Will the Bank of England have to change course on QE losses?
Figures out last month showed the quantitative easing (QE) programme is on course to lose £170 billion over its lifetime.
How low will G3 interest rates go in 2024?
Is a March 2024 cut in US interest rates likely? Steven Bell explains why the Federal Reserve have shifted stance and asks whether Europe and the UK will follow suit.
Multi-Manager People’s Perspectives
It’s been a hectic week of central bank meetings, with the US Federal Reserve delivering some festive cheer in hinting that 2024 may well see several interest rate cuts.
Multi-Manager People’s Perspectives
This week has seen bonds rallying further on expectations that we are approaching a turning point in interest rates as we move into the New Year.
Unemployment is now the key to US rate cuts
Will rising unemployment mean the Federal Reserve cuts rates sooner rather than later? Steven Bell explains why we’re watching upcoming US data closely.
Multi-Manager People’s Perspectives
Welcome to the start of December and the inevitable opening of chocolate advent calendars (although my pointing out of the price/weight ratio of chocolate in a calendar versus a simple bar of chocolate has once again gone ignored).
