Asset Class Commentary September 2023
All eyes continue to focus on whether global economies are slowing. Did central banks overstep the mark with interest rate hikes, and are we now going to see a recession?
Asset Class Commentary August 2023
A resurgence in investor confidence is again underway as equity markets have risen and bond yields have stabilised, at least in the short-term. How long this lasts will depend on the macro-economic data coming through for GDP growth and the labour market, with many predicting further volatility to come.