06/01/2023 Key Takeaways Non-synchronised nature of the business cycle A Fed pause bodes well for bond returns Historical trends suggest a stronger year for equities What do the financial markets and sci-fi thriller Jurassic Park have in common? The theme of evolution. There are natural shifts in the investment landscape that present new situations to adapt to, …
06/01/2023 James Camp, CFA, Managing Director, Strategic Income, Eagle Asset Management* Economic history is replete with semantics regarding economic contractions. The Panic of the 1930s was euphemistically relabelled ‘the Great Depression’ by the Hoover administration, economic slowdowns became ‘recessions’ during the Carter administration and came full circle with the Global Financial ‘Crisis’ (also known as …
Recession Or Reorder: The Semantics And Reality Of Economic Slowdowns Read More »
06/01/2023 Jeremy Batstone-Carr, European Strategist, Raymond James Investment Services Ltd* Key Takeaways Emerging markets enjoyed a golden age during the first decade of the century, but this dissipated as headwinds built up. The COVID pandemic has added to challenges, raising concerns from population vulnerability to weakening fiscal positions and austerity measures augmented by elevated inflationary …
Will The Outlook For Emerging Markets Brighten In 2023? Read More »
06/01/2023 Jeremy Batstone-Carr, European Strategist, Raymond James Investment Services Ltd* Key Takeaways Stock and government bond markets are sending differing signals regarding the outlook, reconciling this divergence will drive asset performance in 2023. The combination of persistent inflation and aggressive interest rate hikes are thought likely to induce a recession across Western economies outside the …
2023: A Year Of Two Halves For Developed Markets Read More »
06/01/2023 The latest edition of Investment Strategy Quarterly is available to download. Featured in this issue: Letter from the Chief Investment Officer 2023: A year of two halves for developed markets Recession or reorder: The semantics and reality of economic slowdowns The road ahead for the US economy The ‘income’ is back in fixed income …
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