Economy
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CGAM: US slowdown risks grow and UK faces fiscal strain
One of the main headwinds currently facing the US economy is uncertainty. In particular, tariffs remain a major area where policy arrangements…
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Lansdowne Partners: Opportunities in Europe amid a new world order
The growth drivers of this decade are shifting in obvious ways: capital expenditure is rising, supply chains are being rebuilt and demand…
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Interest rates held at 4.5% amidst uncertainty: experts assess what it means for markets and investors
The Bank of England’s Monetary Policy Committee has held UK interest rates at 4.5%, following February’s cut, in line with market expectations.…
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Neuberger Berman: Europe’s market revival gains momentum
A broadening of equity market performance beyond US mega-caps was one of our key themes for 2025 – right now, Europe is…
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deVere Group warns that Fed and markets are underestimating long-term inflation risks
The Federal Reserve and financial markets are betting that the inflationary impact of Trump’s tariffs will be temporary. But one of the…
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Capital Group: Amid uncertainty, the Fed is likely to take their time and continue to stay on hold
Edward Harrold, Fixed Income Investment Director, Capital Group, comments on the Fed’s decision to hold interest rates: “The Federal Reserve (Fed) held…
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Fed leaves interest rates unchanged in line with expectations – investment strategists react
The US Federal Reserve (Fed) has kept interest at current levels – 4.25% to 4.5% – where it’s been since December. Behind…
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Nikko Asset Management’s Naomi Fink shares reaction to Bank of Japan statement
Naomi Fink, Chief Global Strategist at Nikko Asset Management: Statement on Bank of Japan’s decision to hold rates steady. The BOJ kept…
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Mirabaud Group’s John Plassard on why Merz’s historic stimulus could transform German economy
John Plassard, senior investment specialist at Mirabaud Group, shares his latest analysis with us as follows: We’ve been discussing the wake-up call…
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Data must be guiding star as industry approaches crypto’s regulatory crossroads
It seems we have reached a crossroads around how cryptocurrencies will be regulated moving forward. US watchdogs are taking one path, while…
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