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.

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This week highlighted cautious optimism across global markets, driven by the US Presidential election, corporate earnings, economic data, and central bank policies.

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“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”

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Global markets were mixed at the end of October, impacted by inflationary pressures, cautious central bank moves, and regional fiscal policies.

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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.

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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

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We recognise the risks coming from geopolitics and US politics, and the increased uncertainty around economic growth. But markets have adjusted rapidly to the changed narrative

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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.

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In the week ending 11 October global central banks took varied approaches to balance inflation and economic growth, reflecting diverse economic conditions

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The week ending 4 October showed global economic conditions increasingly influenced by easing inflation and persistent growth concerns, prompting central banks to adopt more cautious or easing stances.

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