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House report Q2 2023
In a stroke of good luck, China’s reopening bolstered markets just as US economic growth began to wane, writes Chief Strategist Guy Monson.
Some defensive positioning may be needed later this year as central banks up the ante on interest rate hikes, but there are still compelling opportunities in bonds, equities and currencies.
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Multi Asset outlook: Defensive positioning, patient optimism
The reopening of China’s economy in January was a stroke of good luck for investors, coming just as US economic growth expectations began to weaken. As a result, the economic backdrop appeared more resilient than investors had feared. Equity markets have performed reasonably well during the first four...
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Six minute strategy - UK economic health check
The UK is the only G7 economy that is still smaller than it was on the eve of Covid. But recent economic indicators have been more encouraging, despite sticky inflation, interest rates at 4.5% and rancorous industrial action. Join Guy Monson as he takes the pulse of UK...
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Six minute strategy - Are we winning the war against inflation?
This week saw perhaps the last US interest rate rise in this cycle. There may be one or two rate rises yet to come in the UK and Europe, but we are now in a position to ask: are the central banks finally winning the war against inflation?...
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Six minute strategy - So why are equities rallying?
Investors have faced an array of economic, geopolitical and banking challenges during the past few months. Yet, global equities have continued to make steady gains. Several factors have led to equities performing the rather surprising role of a safe-haven asset, but can this continue? Join Guy Monson as...
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