BlackRock, JPAM, and Invesco say the market reaction to the US Fed Meeting doesn’t change the outlook for 2025.
Tag: Federal Reserve
Goldman Sachs: Gold to hit $3000 by 2025 year end
Central bank buying and falling interest rates will drive gold prices higher, according to Goldman Sachs.
Is China at a turning point, or will it disappoint yet again?
Managers are divided on what China’s bold new stimulus package means for the nation’s future.
Manulife: Fed Pivot could bode well for Asian assets
Manulife’s Marc Franklin says the firm’s multi-asset team is mulling upgrading their view select Asian equity markets.
Janus Henderson: Headwinds are becoming tailwinds in listed real estate
Andy Cox, equity investment specialist at Janus Henderson, explains why the shift in interest rates bodes well for listed real estate.
BlackRock’s Seth favours the front end of the curve
Neeraj Seth explains why the US fiscal backdrop means he is less favourable towards duration.
Will a rate cut reignite Europe’s markets?
The benefits from a rate cut may be marginal given the region’s increasingly fragile political situation.
Japan: What’s next?
Could the economy’s unexpected fall in GDP during the first quarter derail the enthusiasm for Japanese equities?
UBP reduces its negative stance on Chinese equities
As well as reducing its tactical negative stance on Chinese equities, UBP has also shifted its stance on fixed income, emphasising carry.
How much longer will gilt and treasury yields remain in lockstep?
The UK debt burden is high, but why has the more benign inflationary outlook not filtered through to gilt prices?
