05/01/2024 Key Takeaways A U.S. recession will likely be the mildest in history Fed rate cuts are on the horizon in 2024 Small caps are a ‘dive’ worth considering Want to know what’s ‘cooking’ in the financial markets in 2024? …
What will be on the financial markets’ 2024 menu? Read More »
29/12/2023 Key Takeaways Inflation is receding faster than expected A soft landing would support better earnings growth Lower mortgage rates can help ‘unfreeze’ the housing market Happy New Year! At the end of every year, we give our twelve wishes …
15/12/2023 Key Takeaways The probability of a soft landing has increased The trend in bond yields remains lower Mild recession will keep earnings growth subdued Happy National Ugly Christmas Sweater Day! This hilarious tradition is one of my favourites of …
05/12/2023 Key Takeaways Strong bond rally delivers best monthly return since 1985 S&P 500 monthly gain was the seventh best in 30 years 60/40 portfolio posts second best monthly return in 30 years November was a pivotal month for the …
13/10/2023 Key Takeaways Supply chains will not be impacted by Israeli-Hamas war Conflict unlikely to push oil prices significantly higher No changes to our economic or earnings forecasts In light of the horrific attack on Israel last weekend, our weekly …
Market impact of Mideast conflict likely to be contained Read More »
17/11/2023 Key Takeaways U.S. economic growth continues to outpace other G7 nations Strong labour market should cushion next downturn Disinflationary trends remain intact On behalf of the Investment Strategy team, we extend our sincerest wishes for a Happy Thanksgiving wherever …
10/11/2023 Key Takeaways S&P 500 companies experienced tepid sales growth Many companies report the consumer is starting to pull back Fundamentals support mega-cap tech’s strong gains Good news – the earnings recession is over! After three consecutive quarters of negative …
03/11/2023 Key Takeaways Economic growth will slow in the coming quarters Labour market strength is easing Disinflationary trend remains intact Happy National Cliché Day! Who knew there was a day dedicated to celebrate the often vague (although sometimes useful) and …
Has the Fed’s tightening cycle reached the finish line? Read More »
27/10/2023 Key Takeaways Favourable seasonals should provide a tailwind The market may be misinterpreting mega earnings Contrarian catalyst as sentiment has turned bearish Much like Halloween, it has been a scary time for investors – with the S&P 500 nearly …
20/10/2023 Key Takeaways Mild recession remains our base case Headwinds are building for the consumer Surging borrowing costs pose a risk This week we celebrated National Mulligan Day – a day everyone gets a ‘do over’ or a second chance. …
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