May 2023 - Monthly House Views
Balanced
Balanced
Risk asset markets remain in positive momentum. While pressures afflicting regional US banks are likely to restrict lending to households and companies, any economic impact is likely to be moderate as both segments can still draw on considerable savings. In this environment, we are sticking by our scenario of modest economic growth in 2023 in most developed economies, helped considerably by a robust recovery in China. Learn more in our May 2023 House Views by clicking on the document below. |
11
Apr
2023
March 2023 - Monthly House Views
Mixed Signals
Mixed Signals
11
Apr
2023
April 2023 - Monthly House Views
Turbulent Times
Turbulent Times
11
Apr
2023
CIO Blog: Tails of the Unexpected X
New CIO Blog: January 2023
New CIO Blog: January 2023
11
Apr
2023
February 2023 - Monthly House Views
Chinese New Year
Chinese New Year
08
Feb
2022
Anatomy of bear and bull markets
“How do Bear markets begin?” - Mouhammed Choukeir, Chief Investment Officer at Kleinwort Hambros, explores the nature of...
“How do Bear markets begin?” - Mouhammed Choukeir, Chief Investment Officer at Kleinwort Hambros, explores the nature of...
Markets
“How do Bear markets begin?” - Mouhammed Choukeir, Chief Investment Officer at Kleinwort Hambros, explores the nature of Bull and Bear markets, how they start and finish and the compelling case for investing in stock markets. Mouhammed concludes that whilst there are inherent risks in investing, doing nothing is clearly an investor’s worst option.
Anatomy of bear and bull markets