Strategic investment insights for a shifting global economy
Global activity continues a path of slower economic growth with inflation and interest rates settling above average levels for the decade prior to the pandemic. Unusually high levels of geopolitical and political volatility are unlikely to alter this progression....
Markets propelled by higher valuation multiples, promise of lower rates and lifted fiscal spending
Global activity has been surprisingly resilient in the face of higher interest rates, post-pandemic supply disruptions and crises in Ukraine and the Middle East. A more obvious slowing should be evidenced in coming months. Restrictive monetary policy is likely to be...
Bumpy ride as economies shift to new paradigm
Positive returns comfortably ahead of inflation can be expected over the longer term but full valuations in some areas, despite recent selloffs, and likely slowing in economic activity encourage a cautious stance for now. Economic growth this year has been stronger...
Challenge in finding value encourages a further shift up the quality spectrum
Activity has surprised on the upside. Growth is fading, but improving consumer sentiment, stable joblessness and reinvigorating housing markets imply mild slowdown rather than deep recession. There is a possibility of a renewed inflation surge later this year...
Shift to lower rates unsettling markets
Global growth is slowing as the rebound from pandemic disruptions fades. The US economy was surprisingly strong through 2023, helped by fiscal support and consumers bolstered by plentiful work opportunities, high pandemic savings and the positive wealth effect from...
Subscribe To Our Newsletter
Join our mailing list to receive the latest news and updates from our team.
You have Successfully Subscribed!
Share
