Wealth DFM

What might Trump 2.0 mean for markets? The December edition of Wealth DFM Magazine is now live Read and download your copy here: https://lnkd.in/gP4kpWZe #wealthmanager #wealthmanagement

🇺🇸 So much for quiet markets at year-end. Thanks Wealth DFM for reporting Quintet Private Bank’s views on the Fed ‘hawkish’ cut and the bout of market volatility it triggered. The US central bank will likely cut interest rates further. But, with high debt levels and the risk of inflationary flare-ups driven by fiscal stimulus, it should be more gradual. We recently swapped shorter-dated US inflation-protected bonds for longer-dated ones, while remaining underweight US Treasuries. We think the US, supported by fiscal stimulus, is likely to stay resilient, while Europe and emerging markets may lag, with the risk of trade tariffs creating a headwind. We see a strong US dollar in the near term and continue to favour a slight US equity overweight. You can read some of the key quotes in the article below & you find our latest analysis here: https://lnkd.in/dnSRvcnc #economy #inflation #centralbanks #foreignexchange #markets #investing

What might Trump 2.0 mean for markets? The December edition of Wealth DFM Magazine is now live Read and download your copy here: https://lnkd.in/gP4kpWZe #wealthmanager #wealthmanagement

Members of the Group of Boutique Asset Managers are squaring up to 2025 by focusing on their usual ‘bottom up’ approach. But regardless of where they are on the globe, it’s clear that consistent themes are emerging at the macro level as well as some distinctly local ones in their 2025 outlooks. #US #Geopoliticalrisks #Inflation #Fixedincome https://lnkd.in/dE4vcF4B

The Bank of England has held the base interest rate at 4.75% following today’s Monetary Policy Committee (MPC) meeting, as widely expected. This decision comes as inflation ticks up to 2.6% in November, staying above the Bank’s 2% target for the second month in a row. #BoE Experts share their reactions below!

12 Months, 12 News Highlights 🌟 September Highlight: Paul Ronan, our Chief Technology Officer, addresses how asset managers can leverage data in Wealth DFM: https://hubs.ly/Q0308HzQ0 ➡️ Stay updated with more expert insights from FE fundinfo: https://hubs.ly/Q0308HBP0 #FEfundinfo #Data #AssetManagers

Welcome to the final edition of the Wealth DFM magazine for 2024. It’s been quite a month – with THAT budget and the US election – and a year! Fast forward to the present time, with so many elections settled, geo-political risks and global tensions still remain along with many other potential headwinds. #USElection #DonaldTrump

🇺🇸 So much for quiet markets at year-end. Thanks Wealth DFM for reporting Quintet Private Bank’s views on the Fed ‘hawkish’ cut and the bout of market volatility it triggered. The US central bank will likely cut interest rates further. But, with high debt levels and the risk of inflationary flare-ups driven by fiscal stimulus, it should be more gradual. We recently swapped shorter-dated US inflation-protected bonds for longer-dated ones, while remaining underweight US Treasuries. We think the US, supported by fiscal stimulus, is likely to stay resilient, while Europe and emerging markets may lag, with the risk of trade tariffs creating a headwind. We see a strong US dollar in the near term and continue to favour a slight US equity overweight. You can read some of the key quotes in the article below & you find our latest analysis here: https://lnkd.in/dnSRvcnc #economy #inflation #centralbanks #foreignexchange #markets #investing

Following the Federal Reserve’s latest interest rate decision to cut rates by 25bps, industry experts have shared their thoughts with IFA Magazine. #FederalReserve #InterestRates

The AIM market has had a challenging time in recent years says Dan Harlow, Head of UK Equity at AXA Investment Managers, as he shares his thinking as to why it’s not all doom and gloom for AIM the future in the following analysis. #Investors