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.
25 Nov 2024
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.
18 Nov 2024
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.
11 Nov 2024
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.
8 Nov 2024
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”
4 Nov 2024
Piled up potential
Global markets were mixed at the end of October, impacted by inflationary pressures, cautious central bank moves, and regional fiscal policies.
28 Oct 2024
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.
21 Oct 2024
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.
