Market Insights, Market Outlook
The US Fed is promising more rate hikes. But the US economy is slowing rapidly. Housing, services, manufacturing and inflation data are all screaming for a rate pause. We don’t know if the Fed will heed the warning, but investors can help protect themselves by adding...
Market Insights, Market Outlook
The US Federal Reserve has a communications problem. It is no longer seen as a credible manager of monetary policy. And it is easy to see why. The US economic data are slowing rapidly. The housing market is in free fall. Core inflation has peaked and is set to plunge....
Market Insights, Market Outlook
Central bank rates have blasted higher this year. It has been extremely challenging for investors in equities and bonds. In this Bitesize, we consider three scenarios that could help prepare portfolios for whatever it is that 2023 brings. DOWNLOAD PDF VERSION » VIEW...
Market Insights, Market Outlook
Three plausible scenarios – and what that means for your assets in 2023. The US Federal Reserve hiked by another 0.75% at its November meeting. There has been a remarkable amount of tightening in a short period of time. Equities and rates markets are now pricing...
Market Insights, Market Outlook
The global economy is facing elevated inflation, and central banks are hiking rates to battle it. In this month’s Bitesize, we explain why the Federal Reserve and the RBA are close to pausing, and what that means for investors. DOWNLOAD PDF VERSION » VIEW FULL VERSION...
Market Insights, Market Outlook
The RBA surprised markets by hiking 0.25% in October. The Bank remains hawkish. More rate hikes are set to follow over the rest of 2022. But the RBA’s move to slower hikes makes it the first central bank to acknowledge that a recession is both unnecessary and very...
