Fed surprise: insurance, not fire-fighting
Monetary policy has taken centre stage with the Federal Reserve's much-anticipated decision to cut interest rates. What does this mean for the broader economic outlook, and could it signal the beginning of a recessionary easing cycle?
In the latest episode, Laura Künlen sits down with Global Investment Strategists Kevin Gardiner and Victor Balfour to analyse the implications of the Fed's decision. They also explore the significance of this rate cut, the actions of other global central banks, and the upcoming U.S. election. Finally, they discuss what these developments mean for our asset allocation.
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Stimulus revives risk appetite
Monthly Market Summary
Global equities moved higher by 2.3% in September (USD terms), while global government bonds returned 1.1% (USD, hedged terms).
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Politics and portfolios
Strategy Blog
Spreading conflict in the Middle East is alarming, particularly when viewed alongside other ongoing geopolitical challenges. While there are no infallible guides to how global markets will respond, in this blog we discuss some of the potential economic consequences.
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China: down, but not out
Strategy Blog
It seems enough is enough for Beijing’s policymakers. After a series of half measures in recent years, the government and central bank have announced with a multi-pronged attempt to stimulate the market and revive the sluggish economy. We examine the outlook for China.
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The importance of experimentation
Quarterly Letter
Adapting to change isn't easy. It requires a willingness to experiment, get things wrong and reflect honestly about how to improve. In this Quarterly Letter, we explore the importance of experimentation, and how looking back helps us to get better at looking forward.
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The Draghi Report – or, was it a mistake for the EU to leave the UK?
Strategy Blog
A new report for the European Commission examines the ways countries or regions can become more productive. In this strategy blog we consider what countries like the US and Switzerland have done right, and how the UK and other European nations could improve.
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Sowing the seeds for regenerative agriculture
Insights
Within 50 years there may not be enough soil left to grow food to feed the world, and more than half of the world’s agricultural land has already degraded. In our third Sustainability Sphere we asked how companies and individuals can address these challenges.