💡 We are currently observing a pause in the global manufacturing cycle recovery. In the US, signs of a cooling labor market and slowing services sector data support a soft-landing scenario. The recent slowdown in economic activity is helping to alleviate inflationary pressures, leading us to expect that yields will continue to decline. Discover the impact of the current economic environment on our asset allocation through the insights of Marie Thibout, Senior Economist & Strategist. #Mirabaud #MirabaudGroup #MonthlyHouseView #FinancialMarkets #Investment #InvestmentOutlook
Mirabaud Group’s Post
More Relevant Posts
-
https://lnkd.in/esSr2F3C To date, global economic growth has exceeded forecasts, driving global stocks to record decent gains, and we believe that this momentum will continue. Discover the insights and key investment themes in our Q2 2024 Market Outlook Report: https://lnkd.in/esSr2F3C
-
2025 is just around the corner! Join FrontierView (part of FiscalNote)'s Global Outlook Webinar next Tuesday, September 24th at 11am EST. Key themes and topics to be discussed include: > Evolution of inflation and pricing conditions > Which industries will see a boost in demand? > Greatest risks to consider in the marketplace > How should multinationals be thinking about 2025? Register below or email me directly at jennifer.rushe@fiscalnote.com
-
To date, global economic growth has exceeded forecasts, driving global stocks to record decent gains, and we believe that this momentum will continue. Discover the insights and key investment themes in our Q2 2024 Market Outlook Report: https://lnkd.in/esSr2F3C #MarketOutlook #InvestmentThemes #WealthManagement #WealthSolutions #KGIAsia #CommittedtoYourProsperity
-
There is much more to warehouses than meets the eye. They are critical to the functioning of the global economy. From an investment perspective, the industry can be considered highly attractive, growing faster than global GDP, with demand heading only one way and supply being constrained. Find out more about warehouses in Fund Manager Alex Gunz's 87th Future Trends insight piece: https://lnkd.in/den4vqYe
-
Newly released: Mid-Year Outlook 2024. A strong economy in a fragile world. The economy is stronger than you think. Yes, geopolitical risk is real. But stocks can move higher as markets find renewed momentum in a robust global economy. Are you embracing the rally? Read our #MidYearOutlook2024: https://bit.ly/3VBLOzh. #jpmorganprivatebank
-
Newly released: Mid-Year Outlook 2024. A strong economy in a fragile world. The economy is stronger than you think. Yes, geopolitical risk is real. But stocks can move higher as markets find renewed momentum in a robust global economy. Are you embracing the rally? Read our #MidYearOutlook2024: https://bit.ly/3VBLOzh. #jpmorganprivatebank
-
Newly released: Mid-Year Outlook 2024. A strong economy in a fragile world. The economy is stronger than you think. Yes, geopolitical risk is real. But stocks can move higher as markets find renewed momentum in a robust global economy. Are you embracing the rally? Read our #MidYearOutlook2024: https://bit.ly/3VBLOzh. #jpmorganprivatebank
-
Newly released: Mid-Year Outlook 2024. A strong economy in a fragile world. The economy is stronger than you think. Yes, geopolitical risk is real. But stocks can move higher as markets find renewed momentum in a robust global economy. Are you embracing the rally? Read our #MidYearOutlook2024: https://bit.ly/3VBLOzh. #jpmorganprivatebank
-
Newly released: Mid-Year Outlook 2024. A strong economy in a fragile world. The economy is stronger than you think. Yes, geopolitical risk is real. But stocks can move higher as markets find renewed momentum in a robust global economy. Are you embracing the rally? Read our #MidYearOutlook2024: https://bit.ly/3VBLOzh. #jpmorganprivatebank
-
Newly released: Mid-Year Outlook 2024. A strong economy in a fragile world. The economy is stronger than you think. Yes, geopolitical risk is real. But stocks can move higher as markets find renewed momentum in a robust global economy. Are you embracing the rally? Read our #MidYearOutlook2024: https://bit.ly/3VBLOzh. #jpmorganprivatebank
