🔗 https://lnkd.in/eCHDxxte As economic growth moderates and inflation cools a little bit further, central banks are eyeing rate cuts. Macro resilience should support equities and fixed income, and staying in cash remains the biggest risk for investors. 👀 Read our 3Q Global Market Perspectives to explore more of the themes shaping markets and portfolios in the quarter ahead.
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Strategic Client Group Manager in U.S. Client Group at Principal Asset Management
Kicked off my Monday morning with an update from Seema Shah! As we navigate through 2024, staying informed about global market trends is crucial. This insightful piece from Principal Asset Management offers an in-depth look at the latest economic indicators and market movements shaping our industry. Whether you're an investor, advisor, or simply interested in the global economy, this analysis provides valuable perspectives to consider. 📈 Check it out and stay ahead of the curve! #MarketInsights #GlobalEconomy #Investing #Finance #PrincipalAssetManagement
🔗 https://lnkd.in/eCHDxxte As economic growth moderates and inflation cools a little bit further, central banks are eyeing rate cuts. Macro resilience should support equities and fixed income, and staying in cash remains the biggest risk for investors. 👀 Read our 3Q Global Market Perspectives to explore more of the themes shaping markets and portfolios in the quarter ahead.
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Read more about the key themes highlighted in the 3Q 2024 Global Market Perspectives from Seema Shah, chief global strategist for Principal Asset Management. ⬇
🔗 https://lnkd.in/eCHDxxte As economic growth moderates and inflation cools a little bit further, central banks are eyeing rate cuts. Macro resilience should support equities and fixed income, and staying in cash remains the biggest risk for investors. 👀 Read our 3Q Global Market Perspectives to explore more of the themes shaping markets and portfolios in the quarter ahead.
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Check out this month's Global Investment Views for our latest insights!
[#Insights] Inflation data suggests stickier prices ahead, with additional inflation risk from the recent geopolitical escalation. This opens a difficult phase for central banks, leading us to expect fewer rate cuts but higher uncertainty around policy actions. Read more in this month's Global Investment Views: https://ow.ly/QBTN50REjh3
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Check out this month's Global Investment Views for our latest insights!
[#Insights] Inflation data suggests stickier prices ahead, with additional inflation risk from the recent geopolitical escalation. This opens a difficult phase for central banks, leading us to expect fewer rate cuts but higher uncertainty around policy actions. Read more in this month's Global Investment Views: https://ow.ly/QBTN50REjh3
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Check out this month's Global Investment Views for our latest insights!
[#Insights] Inflation data suggests stickier prices ahead, with additional inflation risk from the recent geopolitical escalation. This opens a difficult phase for central banks, leading us to expect fewer rate cuts but higher uncertainty around policy actions. Read more in this month's Global Investment Views: https://ow.ly/QBTN50REjh3
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🔗 https://lnkd.in/gVG2Kv_d As economic growth moderates and inflation cools a little bit further, central banks are eyeing rate cuts. Macro resilience should support equities and fixed income, and staying in cash remains the biggest risk for investors. 👀 Explore the themes that could shape markets in the 3Q Global Markets Perspective.
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🔗 https://lnkd.in/eSqbFsfp As economic growth moderates and inflation cools a little bit further, central banks are eyeing rate cuts. Macro resilience should support equities and fixed income, and staying in cash remains the biggest risk for investors. 👀 Explore the themes that could shape markets in the 3Q Global Markets Perspective.
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Central banks in the emerging markets (EM) were quicker to start their hiking cycles vs. developed markets counterparts—we now think there is room to cut. We take a closer look at EM economies. http://spr.ly/6042VY1zY
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Relationship Manager, RIS Distribution at Principal, Principal Securities Registered Representative
🔗 https://lnkd.in/eG85nkue As economic growth moderates and inflation cools a little bit further, central banks are eyeing rate cuts. Macro resilience should support equities and fixed income, and staying in cash remains the biggest risk for investors. 👀 Explore the themes that could shape markets in the 3Q Global Markets Perspective.
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ACCI´s main takeaways: • Central Banks: Data should support the Fed dovish narrative for 2024. • US Rates: Materialize the pivot for the Fixed Income recovery. • Fiscal Policy to help navigate the effect of restrictive monetary policy. • Statistics based on US Election Year back a double digit performance in the S&P500. • What are the risk to the Central positive scenario? Geopolitical risk putting further pressure on inflation. • Technical indicators, are in overbought territory? Not right now. • Emerging Markets: Value or Growth. China and India the two sides of the coin. #assetmanagement #assetallocation #marketstrategy #equitymarkets #fixedincome #investmentmanagement
