While the path towards the 2% target is more turbulent than expected, expectations around rate cuts are now more reasonable.
Author Archives: Cherry Reynard
Cherry is a freelance writer specialising in investment journalism and finance topics. She Tweets at: @creynard0654
What do the conflicting signals of the bond market mean for investors?
Having priced in both rate cuts and a buoyant outlook for growth earlier this year, have bond markets now gone too far the other way?
The outlook for clean energy as governments roll back on green pledges
Cash-strapped governments around the world are balking at the cost of green measures.
Diverging performance: What is driving emerging market returns in 2024?
Emerging market growth is becoming increasingly dependent on fundamentals.
Will healthcare be the top investment theme in 2024?
The Novo Nordisk share price is up 51% over the past year, while Eli Lilly is up 84%.
Will markets ignore the busiest election year in history?
It is difficult to pick the resulting market outcome from any election.
A broadening market: Will the Magnificent Seven continue to motor in 2024?
Mega cap tech stocks led the way in 2023, but market performance widened in the final two months.
Will frontier markets benefit from deglobalisation?
As relations between China and the US remain strained, those countries that are trying to stay clear of any friction could benefit.
Should markets be pricing in the likelihood of an economic hard landing?
There are solid arguments supporting a harder landing scenario than markets are pricing in.
Are investors pressing ‘pause’ on their love affair with the Magnificent Seven?
Following a lacklustre set of Q3 results, are the technology stocks finally losing their sheen?
