The latest edition of In Conversation is here.
Since our last series, markets have been buzzing with activity and significant developments.
Our fund managers break down these events and discuss how they’re navigating this complex environment. They offer their perspectives on what lies ahead and how they are positioning their portfolios for the challenges and opportunities that the rest of 2024 might bring.
Article last updated 30 September 2024.
As ever, markets have continued to keep everyone on their toes.
It’s been an especially busy political front. The race for the White House is wide open after President Joe Biden stepped aside in favour of his Vice President Kamala Harris. While the UK looks like the epitome of political stability after Labour took power in a landslide.
Despite the upheaval, all the major central banks have started cutting interest rates once again, helping drive bond prices higher. Stocks have also been boosted, delivering double-digit returns year to date.
In these videos, our fund managers explain how they are making the most of the opportunities thrown up by events and trying to avoid some of the risks.
As always, these updates are designed to allow you to make informed decisions about the appropriateness of our funds for your clients and solutions. Enjoy.
Ben Johnson — Head of Regional Sales (UK)
1 min
The gaze turns eastward this month as the team discuss China’s recent stimulus. Will it be enough to wrestle the economy out of its post-COVID funk?
2 mins
It’s just over a month since Keir Starmer took over at Number 10, and for those of you not glued to Ticketmaster scrambling for Oasis tickets you may have noticed that we’ve started to learn a little more about what “Starmerism” will look like.
2 mins
