[5 min read, open as pdf]
[5 min, open as pdf]
In our upcoming quarterly investment outlook, we update our key themes for 2024. Please join Hoshang Daroga (Elston Consulting) and Natasha Sarkaria (BlackRock) for this webinar.
Our key themes are: 1. Growth: Steady as she slows 2. Rates: Perfecting the pivot 3. Inflation: Ensuring portfolio resilience Our full Quarterly Investment Outlook is available to our clients. Watch the Webinar Central Banks' policy rates are expected to pivot towards cuts in 2024 with a material impact on asset class perspectives.
Read the full article in FT Adviser
[3 min read, open as pdf]
[3 min read, open as pdf]
[1 min read, open as pdf]
[3 min read, open as pdf]
[5 min read, open as pdf]
[3 min read - open as pdf]
[5 min read, open as pdf]
[5 min read, open as pdf]
[5 min read, open as pdf]
[5 min read, open as pdf]
[5 min, open as pdf]
NMA speaks to investment consultant Henry Cobbe about positioning equities for higher inflation using sector and factor equity investing.
Listen to the podcast [5 min read]
1. Yield is back: for equities, bonds and alternatives - the yield drought is over 2. Selectivity matters more: within and across asset classes 3. Inflation is getting stickier: getting past the peak, but still a problem Read the summary article Find out more:
UK inflation at 10.7%yy for Nov-22
This is lower than 10.9%yy survey estimate… … and an decrease from 11.1%yy last month Represents falling inflationary pressures For full update including charts, open as PDF US inflation at 7.1%yy for Nov-22
This is lower than the survey estimate… … and a decrease from 7.7%yy last month Represents lessening inflation pressures For full update including charts, open as pdf |
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