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HOUSE REPORT - Q2 2024
Staying the course
Investors have experienced a positive first quarter of the year, with markets reaching new highs against a backdrop in which economic and market traffic lights have increasingly turned green.
While this will likely continue to support global equity markets, quality and focus will be key going forward.
Guy Monson, our Chief Market Strategist, sets out what investors should focus on.
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The last mile is proving difficult for central bankers. Feisty inflation data is delaying interest rate cuts and pushing up bond yields. On the bright side, a stronger economy is good for underlying earnings. Guy Monson looks into what this late-cycle growth could mean for markets and portfolios....
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In the last few years, investors have been confronted with one of the most aggressive bouts of inflation seen in decades. The effects of this were amplified by the falls seen in both equity and bond markets in 2022. While there has been a strong recovery in portfolio...
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Growth without inflation? Immigration can help
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Future returns: what can multi-asset investors expect to achieve?
What can multi-asset investors expect to achieve? In the last few years, investors have been confronted with one of the most aggressive bouts of inflation seen in decades. The effects of this were amplified by the falls seen in both equity and bond markets in 2022. While there...
Read more >