April 2024 - Monthly House Views
Central banks out-of-sync
Recent data from the US have surprised on the upside for both inflation and the economic growth, raising fears the Fed may rethink its rate cuts. Meanwhile, renewed tensions in the Middle East are unnerving already jittery markets. Despite these concerns, we stand by our scenario of positive global growth, albeit with regional disparities, and inflation falling in the world's developed economies. However, we no longer expect the major central banks to cut their rates in sync. What does this mean for investors and how does it impact our asset allocation? |
24
Apr
2024
Interview with Karen Gill, everywoman co-founder
Karen Gill MBE is the co-founder of everywoman, a global learning and development organisation that drives positive...
Karen Gill MBE is the co-founder of everywoman, a global learning and development organisation that drives positive...
Entrepreneurs
Karen Gill MBE is the co-founder of everywoman, a global learning and development organisation that drives positive change by empowering women to achieve their professional potential.
Interview with Karen Gill, everywoman co-founder
17
Apr
2024
March 2024 - Monthly House Views
Different Rhythms
Different Rhythms
17
Apr
2024
Mind the (Pension) Gap
In the realm of retirement planning, a significant gender gap persists, casting a shadow over the long-term financial...
In the realm of retirement planning, a significant gender gap persists, casting a shadow over the long-term financial...
Women & Wealth
In the realm of retirement planning, a significant gender gap persists, casting a shadow over the long-term financial security of women. In this article, Mehareen Ali, Senior Wealth Planner at SG Kleinwort Hambros helps us to understand and address these barriers to further close the pension gap.
Mind the (Pension) Gap
17
Apr
2024
The AI Space Race
The biggest US tech firms have rallied 140% since the beginning of 2023, shortly after ChatGPT was released to the...
The biggest US tech firms have rallied 140% since the beginning of 2023, shortly after ChatGPT was released to the...
Insights
The biggest US tech firms have rallied 140% since the beginning of 2023, shortly after ChatGPT was released to the public. Some players, such as Nvidia, have shown that they’re producing the earnings to match the market enthusiasm. But can this trajectory be sustainable or is the sector heading for a painful market crash?
In the latest edition of Market...
The AI Space Race