by Eleonor Klopsch | Jun 26, 2024 | Insights
Key points – The run up to the 5th November US election could see increased share market volatility if Trump remains ahead and investors focus on the risks of a new trade war and a hit to the US labour force and to the Fed under Trump. – Historically,...
by Eleonor Klopsch | Apr 26, 2024 | Insights
Key points – Seven key lasting impacts from the Coronavirus pandemic are: “bigger” government; tighter labour markets; reduced globalisation and increased geopolitical tensions; higher inflation; worse housing affordability; working from home; and a faster...
by Eleonor Klopsch | Mar 26, 2024 | Insights
Key points – Shares have made it to record highs this year but after strong gains are a bit vulnerable to a near term pull back. – However, we remain upbeat on a 12-month view as falling inflation allows rate cuts and hopefully recession is avoided....
