Taylor Duncan-Barr, CFA’s Post

Can the market have its cake and eat it too? It seems to have embraced a soft landing scenario, at least in the U.S. But a lot of things would have to go right to justify any meaningful upside in equity markets from current levels. Picton Mahoney points out the key risks that could challenge the soft landing narrative. Check out the latest macroeconomic outlook – just out this week! https://ow.ly/cP7730szaKc #investing #markets #macroeconomics #USeconomy

Can the market have its cake and eat it too? It seems to have embraced a soft landing scenario, at least in the U.S. But a lot of things would have to go right to justify any meaningful upside in equity markets from current levels. Picton Mahoney points out the key risks that could challenge the soft landing narrative. Check out the latest macroeconomic outlook – just out this week! https://ow.ly/6VPX30szaSG #investing #markets #macroeconomics #USeconomy

Can the market have its cake and eat it too? It seems to have embraced a soft landing scenario, at least in the U.S. But a lot of things would have to go right to justify any meaningful upside in equity markets from current levels. Picton Mahoney points out the key risks that could challenge the soft landing narrative. Check out the latest macroeconomic outlook – just out this week! https://ow.ly/SjwX30szaIV #investing #markets #macroeconomics #USeconomy

Can the market have its cake and eat it too? It seems to have embraced a soft landing scenario, at least in the U.S. But a lot of things would have to go right to justify any meaningful upside in equity markets from current levels. Picton Mahoney points out the key risks that could challenge the soft landing narrative. Check out the latest macroeconomic outlook – just out this week! https://ow.ly/9sPM30szaVh #investing #markets #macroeconomics #USeconomy

Can the market have its cake and eat it too? It seems to have embraced a soft landing scenario, at least in the U.S. But a lot of things would have to go right to justify any meaningful upside in equity markets from current levels. Picton Mahoney points out the key risks that could challenge the soft landing narrative. Check out the latest macroeconomic outlook – just out this week! https://ow.ly/aQQ230szaJ6 #investing #markets #macroeconomics #USeconomy

The transition from tightening cycles to easing cycles continues to dominate global financial markets but with a wide range of timelines, and with other factors as detailed in this report helping stock markets. Read our latest economic update from David Robertson, Chief Economist, Head of Economics and Markets Research, here: https://lnkd.in/gW32JFEh #markets #economy #australianeconomy #investing

It was a pleasure to join Anna Edwards, Guy Johnson and Kriti Gupta on Bloomberg’s Opening Trade show and share our latest macroeconomic and asset class views. I highlighted why our central case remains a “soft landing” for the US economy, which we believe will create a supportive macro backdrop for equities. We think this creates a fertile environment for the Fed to cut rates, but by less than what's currently priced in by the market. This translates into our portfolios being modestly underweight government bonds. We continue to be constructive on Japanese equities and currency, supported by strong earnings and improving macroeconomic conditions. Check out the links below!

Despite the noise from the recent market sell off, we continue to believe the US and other global economies are on track for a soft landing, with underlying economic data remaining resilient. Julius Bendikas, CFA joined Anna Edwards, Guy Johnson and Kriti Gupta on Bloomberg’s Opening Trade to discuss our latest macroeconomic and asset class views and why we believe equities may have further to run. Watch the full interview click here: https://bit.ly/4crqra6 #investing #markets #economy

Despite the noise from the recent market sell off, we continue to believe the US and other global economies are on track for a soft landing, with underlying economic data remaining resilient. Julius Bendikas joined Anna Edwards, Guy Johnson and Kriti Gupta on Bloomberg’s Opening Trade to discuss our latest macroeconomic and asset class views and why we believe equities may have further to run. Watch the full interview click here: https://bit.ly/3YVbaLw #investing #markets #economy

Despite the noise from the recent market sell off, we continue to believe the US and other global economies are on track for a soft landing, with underlying economic data remaining resilient. Julius Bendikas, CFA joined Anna Edwards, Guy Johnson and Kriti Gupta on Bloomberg’s Opening Trade to discuss our latest macroeconomic and asset class views and why we believe equities may have further to run. Watch the full interview click here: bit.ly/3YIfXjv #investing #markets #economy