June 2024 - Monthly House Views

Remaining calm amidst political uncertainty 

The announcement of snap elections in the UK and France has added further complexity to an already packed election agenda. Stepping back from the political uncertainty however, the global economic landscape still looks positive, with modest economic growth and inflation drifting gradually downward, giving the key central banks reasons to nudge interest rates down. What does this mean for investors and how does it impact our asset allocation?

Learn more in our June 2024 House Views by clicking on  the document below.