8AM Global Limited

While #USinflation data met expectations, a higher PPI could prompt the Federal Reserve to adopt a less dovish stance. Additionally, disappointing #UKGDP figures and potential stimulus measures from China add to the global #economic mix. Despite these challenges, our CIO, Tom McGrath maintains a cautiously optimistic outlook for the year ahead, while cautioning about market concentration and the recent rally's narrow breadth. https://lnkd.in/dku_NgTq

Key takeaways from our CIO Tom McGrath, and our latest report on the current events shaping global markets. US jobs data: A mixed bag with implications for the Fed. UK vs. US: Contrasting fortunes amid political and economic headwinds. India's slowdown: A cause for concern. Bitcoin's surge: A digital revolution or a bubble? Want to know more? Please read the full report via the link in the comments 👇 #financialmarkets #economy #globalmarkets #bitcoin

8AM Global Limited are excited to announce the launch of a new range of 8AM AQ Global #portfolios. These three new portfolios join our existing ranges of ‘Classic’ and ‘Sustainable’ providing our proprietary AQ investment process to investors seeking a focus on global market-cap allocation. The new 8AM AQ Global range allows investors with higher risk appetites to access the #evidencebased alpha generation of AQ with a greater portfolio concentration. The range offers three defined levels of equity exposure; 60, 80 and 100% Marks 8 years of development of the AQ methodology, powering an extensive range of portfolios and mandates for clients of Financial Advisers   Our new 8AM Global range maintains a cost-effective portfolio OCF of less than 0.30%. 

In this week's Market Matters, Tom explores the market reactions to the US presidential election, including the surge in US equities, especially in sectors benefiting from Trump's policies like financials, crypto, and Tesla. He examines the Federal Reserve's decision to cut interest rates, despite a strong economy, and its potential implications for inflation. He also briefly looks into the Bank of England's recent rate cut and its assessment of the UK budget. Follow the link below to read the article in full https://lnkd.in/dZ6-UanZ

The UK's recent budget announcement and the latest US inflation and employment reports have sent ripples through #globalmarkets. Amidst this backdrop, tech giants continue to pour billions into #AI, while China grapples with its economic recovery. In this insightful article, Tom McGrath analyses these developments and their potential impact on market sentiment. Link in comments 👇 #economy #financialplanning

The latest commentary from our CIO Tom McGrath is live and available in the 8AM Global Limited insights directory. Exploring the complexities of the current market landscape and examining the impact of geopolitical tensions, tech industry shifts, and upcoming elections on global economies. Key topics: Israel-Iran conflict Elon Musk's wealth impact UK and US election implications Read more to gain valuable insights and market outlooks. https://lnkd.in/dy6eQQQw #financialmarkets #investing #economy #geopolitics #tech

Congratulations to Cathy Zheng-Hanson for winning a bottle of Bollinger in our conference draw! 🎉🍾 We were thrilled to have you join us at #PA360North 😎 Enjoy your prize! 🥂

The Federal Reserve surprised markets with a larger-than-expected 50 basis point rate cut, with only 9 of 113 surveyed economists predicting the move. While the Fed took a more aggressive stance, the Bank of England maintained a more cautious approach, opting to keep interest rates unchanged. Read more in this week's update from our CIO Tom McGrath #Fed #BoE #interestrates #monetarypolicy

This weeks #marketmatters from our CIO Tom McGrath: The market is experiencing a shift as investors seek opportunities beyond tech giants. While the US economy shows strength, global factors and market sentiment continue to influence volatility. Read more in the link below #marketrotation #economy #investing https://lnkd.in/drnxTbU2

It's been another busy week in the markets - Tom has covered it all in this week's Market Matters available to read now 👇 https://lnkd.in/dnUqZetv