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Diversifying the diversifiers amid geopolitical tensions
Read about global markets and trends in this monthly Investment Outlook.
Markets are breaking out
Read about global markets and trends in this monthly Investment Outlook.
Why will the US dollar fade as gold is set to shine?
The U.S. dollar, long regarded as the world’s primary reserve currency, is now facing questions about its continued dominance.
Navigating government bonds: Nominal bonds vs. real bonds
Government bonds can play a vital role in multi-asset portfolios, offering a fixed income, insurance against economic uncertainties and the option of protection from inflationary pressures. Here, we consider the merits of inflation-linked, or real bonds, such as index-linked gilts in the UK and Treasury Inflation-Protected Securities (TIPS) in the US, relative to their nominal counterparts - conventional gilts and treasuries.
Hunting for growth in the UK
Given the Conservatives are lagging the Labour party in opinion polls so significantly, there was always likely to be a political element to the budget. Chancellor Jeremy Hunt called it a ‘Budget for Long Term Growth’ hoping to boost the party’s popularity with the public.
Can economies balance growth and inflation?
Read about global markets and trends in this monthly Investment Outlook.
US election: The divided States of America
As the world gears up for a series of elections, the spotlight is firmly on the United States, where ideological divisions, a pivotal presidential race, and the balance of power in Congress are poised to shape the nation's future. In this overview, we will delve into five key areas: the ideological landscape, a general election preview, candidate rhetoric, impact on markets, and the potential risks for investors.
Outlook 2024 US markets: Can the rest of the stock market catch the Magnificent Seven?
A handful of US businesses have led stock markets over the last few years, but the market could broaden in 2024, giving investors more opportunities.
How will the Red Sea disruptions impact my investments in 2024?
The Red Sea, historically a vital artery for shipping and commerce, has now become the stage for a geopolitical storm caused by Houthi rebel attacks. The Houthis, who are financed by Iran, said they attacked cargo ships in response to Israel’s bombardment of Gaza.