Investors choose to follow the data
Although the US Federal Reserve only sees one interest rate cut in the second half of 2024, investors opted during the third week of June to focus...
SRI
Politics snapping at Europe’s heels
The aftershocks of the European Parliamentary elections continued to reverberate during the second week of June, with French leader Emmanuel Macron...
Market Insights: Central Banks Update
With the G7 Central Banks meeting this week in Italy and global markets expecting the long-anticipated central bank ‘pivots’ to start lowering...
Soft landing story facing trade barriers
A ‘soft landing’ for the global economy, with inflation broadly tamed while avoiding a recession, remains the dominant narrative in asset markets,...
Green shoots for Europe stock funds
With the Bank of England and the European Central Bank widely expected to follow the example of their Swedish and Swiss counterparts, and start...
Living through interesting times
Weaker US job creation numbers and the first interest rate cut by Sweden’s central bank since 2016 gave investor risk appetite a modest boost during...