October 2023 - Monthly House Views
Resilient economy, waning momentum
As monetary policy tightens and fiscal policy normalizes, we foresee a modest slowdown in developed economies. The US remains resilient with a robust labour market and normalising inflation, while European economies may lag due to wage and inflation discrepancies. China's outlook is disappointing, especially in the real estate sector. Central banks, nearing their rate-hiking peak, will await signs that core inflation is under control. The exception is the Bank of Japan, possibly adjusting its accommodating policy. What does this mean for investors and how does it impact our asset allocation? Learn more in our October 2023 House Views by clicking on the document below. |
22
Apr
2024
April 2024 - Monthly House Views
Central banks out-of-sync
Central banks out-of-sync
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
Tax Year End Planning
With the end of the tax year on the horizon it is worth considering whether you have made the most of your allowances in...
With the end of the tax year on the horizon it is worth considering whether you have made the most of your allowances in...
Wealth Planning
With the end of the tax year on the horizon it is worth considering whether you have made the most of your allowances in the current tax year. The current UK tax year ends on 5th April 2024 and now is a good time to look at various allowances available to you.
Tax Year End Planning
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