Multi-Manager People’s Perspectives
It’s been a very busy week in financial markets, with three major central banks increasing interest rates, a raft of economic data and the IMF updating their global growth outlook.
A Spring in the step of 2023
The Chinese New Year kicks off on an optimistic note as the country finally relaxes its zero Covid policy.
Some good news ahead for the UK and Europe
Steven Bell, our Chief Economist EMEA, looks ahead and suggests a brighter outlook for the UK and European economies.
Multi-Manager People’s Perspectives
It’s been a relatively quiet week in financial markets, with many Asian markets closed for most of the week for Chinese Lunar New Year.
Opening Bell 2023 – Global Market Outlook
We discuss how far interest rates could rise, assess the severity of any economic contraction, and look forward to opportunities as recovery emerges.
Fund Watch Q4 2022
We analyse thousands of funds each quarter – in FundWatch
we highlight the elusive few that manage to outperform on a
consistent basis.
Has recession been cancelled?
Could lower European gas prices and easing US inflation mean we’re set to avoid a winter recession?
Multi-Manager People’s Perspectives
It’s been a busy week in financial markets, with the Bank of Japan meeting and news from China dominating headlines, while closer to home, UK inflation remains at eye wateringly high levels.
Multi-Manager People’s Perspectives
We have seen investors continue to be reminded by the central banks, in particular the US Federal Reserve, that the fight with inflation is not over, despite inflation appearing to have peaked.
An improved toolbox to manage volatility and provide income
Concerns around inflation have driven core government bond yields upwards to levels not seen for more than a decade.
