Market Insights, Market Outlook
Guessing what will happen in the future is hard. In this Bitesize, we share how you can use scenarios to consider possible economic outcomes, and manage risk and return through the economic cycle. Check out our Bitesize Insights to learn more. DOWNLOAD PDF VERSION »...
Market Insights, Market Outlook
Global central banks are either at the end of their rate hike cycle, or near it. The US Federal Reserve, the European Central Bank, the Bank of England and the Reserve Bank of Australia are probably set to leave rates unchanged at restrictive levels for some time....
Market Insights, Market Outlook
The US economy is slowing. Downside risks are growing. This is an environment to build resilience in portfolios. In this month’s Bitesize, we share some actions investors can take to protect against potential downside outcomes. Check out our Bitesize Insights to learn...
Market Insights, Market Outlook
Until recently, rampant tech and growth stocks had led US equities close to cyclical peaks. The economy had proven resilient – or at least unemployment has remained contained – and inflation has slowed. In July the narrow US rally broadened out, tempting investors to...
Market Insights, Market Outlook
US Treasury yields have followed Fed policy rates higher. But the economy is slowing, and recession risk is growing. With higher yields and significant downside protection, this month’s Bitesize shares why you should add government bonds to your portfolio now. Check...
Market Insights, Market Outlook
It has been something of a painful round trip for government bonds over the past month. 2- year US Treasury yields were around 4.60% a month ago, but climbed above 5.00% briefly before rallying back down to around 4.75%. That is a volatile move for diversified...