Global updates: Trump hits the ground running
US markets rose following the inauguration of Donald Trump as the 47th US President began to issue a raft of executive orders.
Adviser-Hub 7th Feb 2025
Interest updates: Fed cuts; Bank of England holds
Having previously implemented cuts in September and November, the Federal Reserve (Fed) cut US interest rates at its December meeting.
Adviser-Hub 19th Dec 2024
Where to invest as interest rates decline
Don’t let uncertainty get in the way of your long-term investment goals, says Capital Group – here are five opportunities to consider as the Fed pivots to interest rate cuts.
Capital Group 24th Oct 2024
Global updates: US markets surge to new highs
Equity markets dipped early in September, dragged lower by concerns about the outlook for the US economy that were compounded by disappointing employment data and sharp declines in technology share...
Adviser-Hub 9th Oct 2024
Fed goes big but volatility ahead
Labour market fragility pushed the Fed into more aggressive action, but what it does next hangs in the balance. Fidelity’s Salman Ahmed explores the reasons behind the cut and its implication...
Fidelity International 7th Oct 2024
Fed insights webinar: post-meeting analysis and market impact
Capital Group fixed income portfolio manager Timothy Ng and economist Jared Franz delve into the Federal Reserve’s recent action and analyse potential implications for interest rates, broader...
Capital Group 2nd Oct 2024
The Week: rate cuts are here at last: a champagne moment?
The Federal Reserve has finally cut rates after a year of waiting. But markets were non-plussed.
Adviser-Hub 19th Sep 2024
The Week: mounting volatility in investment markets
After the sell-off in late July, markets have been uneventful for much of August, but that appears to be changing as people return to work.
Adviser-Hub 5th Sep 2024
Global updates: “The time has come for policy to adjust”
August provided a roller-coaster ride for investors. The month started with heavy falls across global equity markets but ended with many major indices in positive territory amid renewed expectation...
The Week: Is the US really heading for recession?
This week’s turmoil in markets is premised on the view that the US might be heading for recession – is that plausible?
Adviser-Hub 8th Aug 2024
The Week: Interest rate fever
All eyes are on central banks. Will the US follow the UK and Europe in September?
Adviser-Hub 1st Aug 2024
Global updates: Fed holds steady for another month
In a landmark year – notable for the sheer number of elections around the world – share prices in Europe were knocked during June by French President Emmanuel Macron’s surprise an...
Adviser-Hub 3rd Jul 2024
The Week: US rate rises to take ‘longer than expected’
Jay Powell has finally said what a lot of economists were thinking – US rate rises are some way off, but that shouldn’t deter the ECB and Bank of England.
Adviser-Hub 17th Apr 2024
Small-cap stocks: seven opportunities to watch in 2024
As the Fed appears to be pivoting to a more dovish stance, potentially leading to an easing of financial conditions, the outlook for small cap stocks is brightening.
Capital Group 13th Mar 2024
Interest rate update: have interest rates finally peaked?
The December meetings of three of the world’s leading central banks all ended in no change for their key interest rates.
Adviser-Hub 15th Dec 2023
The Week: The Federal Reserve’s head scratcher
The US central bank has done an abrupt volte-face. What is behind its new guidance on interest rates?
Adviser-Hub 14th Dec 2023
How to use bonds to seek balance as Fed hikes wind down
The time-honoured relationship between stocks and bonds has broken down over recent years, but there are encouraging signs of its eventual return.
Capital Group 30th Nov 2023
Fed’s 2% inflation target could be delivered
Fed’s 2% inflation target could be delivered early, says Capital Group economist Jared Franz.
Capital Group 8th Nov 2023
Global updates: Where next for the Fed?
Global equity markets generally weakened during September, dampened by uncertainties over US monetary policy, higher oil prices, and broader concerns about the global economic outlook.
Adviser-Hub 6th Oct 2023
Interest rate update
The Bank of England held its key interest rate at 5.25% at the MPC’s September meeting. MPC members voted by five to four in favour of no change, ending a run of fourteen consecutive rises th...
Adviser-Hub 22nd Sep 2023
Four high-income seeking investment strategies for a high-rate world
FIxed income portfolio managers Damien McCann and David Daigle offer their thoughts on compelling investment opportunities as the economy and the Fed near a pivotal phase.
Capital Group 7th Sep 2023
The Week: Pivot anyone?
Financial markets are eagerly awaiting a pivot once again. Will they be thwarted? Or could the Federal Reserve come good?
Adviser-Hub 1st Feb 2023
Fed hikes again, but are we passed peak hawkishness?
Despite the Fed’s fourth straight jumbo rate hike, Global Head of Macro & Strategic Asset Allocation Salman Ahmed outlines why peak hawkishness from central banks is now likely behind us. He discusses...
Fidelity International 15th Nov 2022
US interest rate update: The Fed’s not done yet
The Federal Reserve implemented its sixth consecutive interest rate increase in November. Fed policymakers voted unanimously to increase the key federal funds rate by 75 basis points to a range of...
Adviser-Hub 3rd Nov 2022
The Week: All eyes on the Federal Reserve
The possibility of a Fed pivot appears to be back in play. Is it plausible that the US central bank will pare back its rate rises?
Adviser-Hub 27th Oct 2022
The Week: The Federal Reserve proves as good as its word
The US central bank surprised markets with another 0.75% rise in rates. There is little comfort for investors in the move.
Adviser-Hub 22nd Sep 2022
The Week: Corporate earnings: the next problem for investors?
Corporate earnings held up reasonably well in the second quarter, but there are increasing jitters about their direction from here. Could earnings weakness prompt markets to lurch lower?
Adviser-Hub 24th Aug 2022
The Week: The global economy is teetering: why are markets ok about it?
Markets rallied in July in spite of some tough economic data. They are hoping weaker growth may force a change of heart from the Federal Reserve.
Adviser-Hub 10th Aug 2022
Global update: Risk of stagflation moves closer
Concerns about rising inflation and faltering economic growth pervaded financial markets during June and central banks around the world raised interest rates in a bid to curb inflationary pressures th...
Adviser-Hub 8th Jul 2022
US interest rates: Fed announces biggest rate increase in almost 30 years
In a move designed to address surging inflationary pressures, US policymakers implemented their largest single increase in interest rates since 1994.
Adviser-Hub 16th Jun 2022
The Week: The state of markets: is it over yet?
This has been a tough period in markets. However, it is difficult to see a reversal in fortunes in the short-term.
Adviser-Hub 25th May 2022
The Week: Might the war in Ukraine change the direction of interest rates?
Interest rates are slated to rise several times in 2022. Does the Ukrainian crisis shift the thinking from central bankers?
Adviser-Hub 16th Mar 2022
The Week: Will tapering bring the stock market party to an end?
Markets continue to ride a wave of easy money: could the Federal Reserve bring that to an abrupt halt?
Adviser-Hub 2nd Sep 2021
Global update: Growth and inflation are on the rise
Prospects for inflation and interest rates continued to garner headlines during June.
Adviser-Hub 15th Jul 2021
Five consequences of ‘lower for longer’ interest rates
As the damage to the global economy from Covid-19 becomes clear, few central bankers would contemplate raising rates.
Adviser-Hub 28th Sep 2020
Global update: March meltdown
The extended bull run came to an abrupt end in March as the coronavirus continued to spread into Europe and America, and a collapse in confidence pushed share indices into bear-market territory.
Adviser-Hub 20th Apr 2020
The Week: Bye-bye the ‘V’ shaped recovery; hello the ‘L’ shape
A V-shaped recovery now looks vanishingly unlikely, but could any good come of the financial market meltdown?
Adviser-Hub 19th Mar 2020
Fed cuts rates to near-zero
In an unprecedented move, the US Federal Reserve (Fed) announced its second consecutive emergency rate cut as central banks around the world launched co-ordinated action to support the global economy.
Adviser-Hub 16th Mar 2020
The Week: What markets really, really want...
Markets have their fiscal and monetary stimulus, but still they’re not happy. What would it take to improve market sentiment?
Adviser-Hub 12th Mar 2020
The Week: Federal Reserve: not enough or too much?
The Federal Reserve surprised markets by announcing a 50bps interest rate cut in an attempt to calm market nerves. The move hit a bum note, prompting a further sell-off in the equity market.
Adviser-Hub 5th Mar 2020
Global update: Investors take fright as coronavirus takes hold
As the spread of coronavirus gathered pace across the world during February, investors became increasingly concerned that the economic impact could trigger a global recession. Share prices plunged ove...
US interest rate update: Fed cuts interest rates by 50 basis points
Amid mounting concern that the coronavirus could slow down economic growth, the US Federal Reserve cut its key interest rate by 0.50% percentage points to a range of 1% to 1.25%.
Adviser-Hub 4th Mar 2020
The Week: Why is the Bank of England not easing?
While the ECB and Federal Reserve are loosening monetary policy, the UK is holding out. Why?
Adviser-Hub 18th Sep 2019
US market review: Fed cuts rates for the first time since 2008
US equity markets reached new closing highs during July, and the S&P 500 Index breached 3,000 points for the first time ever.
Adviser-Hub 19th Aug 2019
The Week: The Fed has bitten the bullet on interest rates
The Federal Reserve has bitten the bullet on interest rates, but will the 25bps rise make any difference to the global economy?
Adviser-Hub 1st Aug 2019
Global bond market review: European slowdown drives demand for bonds
Fears of an economic slowdown in Europe rattled investors during March, and European government bond yields fell as investors sought perceived safe havens.
Adviser-Hub 17th Apr 2019
“A mood of angst”
As expected, the Federal Reserve (Fed) rounded off 2018 with its fourth interest-rate increase of the year, and its ninth since 2015. Fed policymakers raised the key federal funds rate by 25 basis...
Adviser-Hub 21st Dec 2018
The Yield Curve: Economic Outlook for 2019
The yield curve gap has been a powerful and accurate predictor of recessions over the last 40 years. This month, we examine the recent movements in the yield curve and the implications of the shape of...
Adviser-Hub 19th Dec 2018
US market review: Partial shutdown for the US government
Although US equity markets hit record highs during 2018, they ended the year in negative territory, pulled down by concerns over trade tensions, rising interest rates, a partial shutdown of the federa...
Adviser-Hub 10th Dec 2018
Global bond market review: Brexit sentiment drives European bond yields
European government bond yields rose sharply in November on the news that the UK and EU had finally managed to thrash out a Brexit deal.
Adviser-Hub 7th Dec 2018
US interest rates reach a ten-year high
The US Federal Reserve raised its key federal funds rate by 0.25 percentage points to a range of 2% to 2.25% at its September monetary policy meeting. The unanimous decision represented the third incr...
Adviser-Hub 19th Oct 2018
The Week: The Fed tightens rates, but do money markets share its optimism?
As the Fed hikes rates once again, and predicts more rises this year and next, the yield curve continues to flatten.
Adviser-Hub 27th Sep 2018
Global update: Rising US protectionism knocks sentiment
Investor sentiment during March was marred by mounting levels of US protectionism.
Adviser-Hub 6th Apr 2018
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