September 2023 - Monthly House Views
Economies exit the summer at different speeds
Economies are exiting the summer at different speeds. Latest figures indicate that the United States economy remains on the particularly strong path it has been on since its exit from Covid. The environment in Europe and the UK appears less rosy as purchasing power will continue to be restrained by past inflation and sluggish wage growth in real terms, while economic policies - monetary and fiscal - are likely to weigh on the growth outlook. What does this mean for investors and how does it impact our asset allocation?
Learn more in our September 2023 House Views by clicking on the document below.