Global Fixed Income Strategy Monthly Report
In our regularly updated macroeconomic analysis we offer an outlook for interest rates and currencies – and look at which fixed income assets are favoured across a range of market environments.
Trade and investment, tax, immigration, and fiscal policies, and his approach to the Fed may impact some investments.
Tax-advantaged investments, REITs, the US dollar, and select industries and companies may be influenced to some extent.
Monetary policy is likely to have greater influence on stocks than any legislation or executive action.
Now that the election is over, and Donald Trump is set to take office on January 20, 2025, investors are wondering what his policies may mean for the markets and economy. Based on pledges made on the campaign trail, here are five key things we’ll be watching for from the President-elect.
We believe, however, that investors often overstate the impact that the federal government has on broad financial markets. In fact, monetary policy is likely to have greater influence on markets in the next few years than any forthcoming legislation or executive action. Ultimately, policymaking is about setting priorities. No administration gets everything they want, nor do markets necessarily respond to the political initiatives in the “obvious” way.
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In our regularly updated macroeconomic analysis we offer an outlook for interest rates and currencies – and look at which fixed income assets are favoured across a range of market environments.
What does the UK Autumn Budget mean for investors? We examine the impact on pensions, CGT, ISAs, IHT and the macro-economic outlook. Find out more.
The Global stock market accrued further gains in October, however, this aggregated statistic belied mixed performance beneath the surface.
The value of investments and any income will fluctuate. This may partly be the result of exchange rate fluctuations. Investors may not get back the full amount invested.
Data as at 06 November 2024.
This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.
Views and opinions are based on current market conditions and are subject to change.
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