Multi-Manager People’s Perspectives
Another week of financial markets getting to grips with the potential for inflation to remain higher for longer has seen equites and bonds struggling for positive momentum.
The global economy is stronger – why are US equities lower?
Recent economic data has been strong enough to ease fears around looming recession.
Are we heading for a soft landing?
Steven Bell assesses the economic backdrop and prospects for markets. Any recession could be a short-lived one and the UK could surprise on the upside.
Multi-Manager People’s Perspectives
A busy week again in financial markets, and one in which concerns over more persistent inflation, and the central bank response to it, continued to weigh on sentiment.
Inflation set to tumble in the UK and Europe but interest rates will still rise
The outlook for inflation has improved and it could fall below 4% in the UK and Eurozone by the end of the year, says Steven Bell. But the ECB and BoE will continue to raise rates. Why?
Multi-Manager People’s Perspectives
We’ve seen financial markets, particularly bonds, repricing this week for an environment of stickier inflation.
Asia 2023: From adventure to prosperity
China’s reopening from covid-related restrictions bodes well for the region’s prospects. We also highlight other reasons supporting our positive view on Asian equities from here.
A kit box of dream income tools
The elevated core government bond yield environment improves prospects for multi-asset income strategies.
Multi-Manager People’s Perspectives
Financial markets have spent much of the week digesting the extremely strong US payrolls report that was released last Friday, highlighting that the US economy is starting 2023 in reasonable health.
What is going on with the US economy?
Steven Bell, our Chief Economist EMEA, explains why we are going to have to wait to get an accurate sense of how the land really lies.
