What’s next for markets?
Low inflation and falling interest rates make risk assets attractive, especially in the US. But should investors be worried about how much good news is priced in?
Is the new President pushing the US into recession?
The economic numbers in the US have taken a decided turn for the worse recently. Consumer confidence has tumbled, consumer spending was weak in January and the closely watched composite purchasing managers’ index has fallen sharply.
Multi-Manager Perspectives: Is fragile sentiment starting to weigh more heavily on markets?
Equity markets have been mixed – European indices have fared stronger than their US counterparts, but the tariff news in the past 48 hours has taken European indices down from all-time highs.
As UK inflation heads towards 4% are further rate cuts off the agenda?
UK inflation is on the up and CPI numbers for the year to January jumped to 3% from 2.5% the previous month. Energy prices will rise 5% in April and council taxes and water bills are also increasing.
Multi-Manager Perspectives: Have we just seen a geopolitical earthquake?
As talks begin between the US and Russia, this past week has given us plenty of signals over the US government’s policy priorities.
Will the US push Europe and the UK into Recession?
US policy initiatives are coming thick and fast. Europe’s under pressure from proposed tariffs and US/Russia discussions around Ukraine have unsettled its leaders.
Multi-Manager Perspectives: President Trump continues to drive the news agenda
Another busy week for news with tariffs never being too far from the headlines.
Where to next for global interest rates?
The past two weeks have seen monetary policy meetings for the big four central banks in the developed world.
Multi-Manager Perspectives: Markets just about shrug off yet more tariff uncertainty
It has been another busy week dominated by news from the US president thanks to the imposition – now delayed – of punitive tariffs on Canada and Mexico, and tariffs on China that have gone ahead.
Tariff turmoil
A possible trade war is upon us, and it threatens to upend the established world order.
