Will 5% UK mortgage rate hit house prices?
There’s been a big change in the UK macro-outlook – cautious optimism has replaced doom and gloom.
Multi-Manager People’s Perspectives
We’ve seen markets showing more concern this week over the looming US debt ceiling situation.
Why accepting ‘better’ may be more constructive than waiting for ‘perfect’
While we wait for fully sustainable businesses to emerge it would be practical and helpful to invest in those companies that move us closer towards our desired end goal.
Are Bonds in a Bear Market?
The rise in yields makes bonds attractive. The price has already adjusted and demand should come back, switching out of other financial assets.
Multi-Manager People’s Perspectives
It has been quiet in financial markets with the US debt ceiling yet to be concluded but the ‘mood music’ improving somewhat with both sides suggesting there is potential for a deal to be reached in the near future.
Can the UK & Europe escape a US recession?
Is the US heading for recession? Steven Bell, Chief Economist EMEA, thinks it is but explains why Europe and the UK could escape.
Multi-Manager People’s Perspectives
A busy week in financial markets, with US inflation data boosting sentiment but bank lending numbers showing signs of tightening credit conditions.
Will the next stage of the US banking crisis lead to a recession?
Steven Bell, Chief Economist EMEA, on why the next stage of the US banking crisis might lead to recession.
Multi-Manager People’s Perspectives
It has been another week where US regional banks have been in the spotlight, with First Republic Bank, as appeared inevitable this time last week, being taken over by the US banking regulator.
Is the US Dollar heading for a collapse?
Steven Bell, Chief Economist EMEA, on why the mighty US dollar might be a good deal less strong in the coming months.
