The global economic outlook remains cautious, with inflation concerns persistently challenging growth prospects. Central banks, including the Fed and ECB, are adopting gradual approaches to policy normalisation, while geopolitical risks weigh on market sentiment.
Glittering prize
Financial markets globally showed cautious movements, influenced by US political shifts, central bank policies, and persistent global economic uncertainties. Protectionist policies and interest rate signals were pivotal drivers of sentiment.
The price of patience
Global markets were shaped by the US election and Federal Reserve rate cut, fostering initial optimism but ending the week on a volatile note as inflation concerns, and mixed economic data weighed on sentiment.
Stars, stripes & spikes
This week highlighted cautious optimism across global markets, driven by the US Presidential election, corporate earnings, economic data, and central bank policies.
Monthly viewpoint – October 2024
“The immediate market reaction following the election result was much more muted than 8 years ago, with moves mostly continuing the pattern of recent trading but volatility subdued”
Piled up potential
Global markets were mixed at the end of October, impacted by inflationary pressures, cautious central bank moves, and regional fiscal policies.
Shaken, not stirred
Heightened volatility in global markets emerged as countries grappled with Inflationary pressures and shifting monetary policies, particularly in the US and UK. These challenges highlight the fragility of the ongoing economic recovery amid geopolitical tensions and domestic fiscal concerns.
Investment trust discounts
In the week ending 18 October, emerging markets are becoming increasingly attractive to investors, reflecting a shift in global economic focus amidst persistent geopolitical challenges.
The boring gets interesting
In the week ending 11 October global central banks took varied approaches to balance inflation and economic growth, reflecting diverse economic conditions
Monthly Viewpoint – September 2024
It is impossible to predict the outcome of geopolitical events; they can have a material impact on markets, although rarely for very long periods. Our approach is to build broadly diversified
portfolios to protect against the risks, and ride out the volatility, while taking opportunities to add to risk assets in the event of sharp sell-off