UBS Asset Management’s Post

In our latest edition of Macro Monthly we explain how the US economy appears to be supported by solid fundamentals and improving sentiment among households as well as businesses. In our view, the outlook for risk assets is also bolstered by the nearly $6 trillion in money market funds, some of which may head in search of higher potential returns as central banks begin to lower cash rates. Read more.  https://bit.ly/3vMOT65 #macro #assetallocation #fed #investing

In our latest edition of Macro Monthly we explain how the US economy appears to be supported by solid fundamentals and improving sentiment among households as well as businesses. In our view, the outlook for risk assets is also bolstered by the nearly $6 trillion in money market funds, some of which may head in search of higher potential returns as central banks begin to lower cash rates. Read more.  https://bit.ly/3UbDXJy #macro #assetallocation #fed #investing

In our latest edition of Macro Monthly we explain how the US economy appears to be supported by solid fundamentals and improving sentiment among households as well as businesses. In our view, the outlook for risk assets is also bolstered by the nearly $6 trillion in money market funds, some of which may head in search of higher potential returns as central banks begin to lower cash rates. Read more.  https://bit.ly/3vWaM2P #macro #assetallocation #fed #investing

In our latest edition of Macro Monthly we explain how the US economy appears to be supported by solid fundamentals and improving sentiment among households as well as businesses. In our view, the outlook for risk assets is also bolstered by the nearly $6 trillion in money market funds, some of which may head in search of higher potential returns as central banks begin to lower cash rates. Read more.  https://bit.ly/3SesCpt #macro #assetallocation #fed #investing

The latest episode of Insights in 5, with Private Wealth Portfolio Manager, Simon Bowers is a good one. He covers everything from central banks, to fixed income as well as takes stock of the year ahead. He notes that while prospects of a big recession fade, the more important focus is on interest rates and what's next. To date, higher interest rates were needed to curb inflation, the next step is to move them lower - the question at hand then, is at what pace. Tune into the full episode here: https://ow.ly/bRX250QuYrE #insightsinfive #privatewealth #investmentmanagement #investmentplanningcounsel

The latest episode of Insights in 5, with Private Wealth Portfolio Manager, Simon Bowers is a good one. He covers everything from central banks, to fixed income as well as takes stock of the year ahead. He notes that while prospects of a big recession fade, the more important focus is on interest rates and what's next. To date, higher interest rates were needed to curb inflation, the next step is to move them lower - the question at hand then, is at what pace. Tune into the full episode here: https://ow.ly/t6fZ50QuYrC #insightsinfive #privatewealth #investmentmanagement #investmentplanningcounsel

Our Chief Economist, George Lagarias, MBA, highlights three key areas investors should consider within his weekly market update: 🔵 The Fed has pivoted back into hawkish mode. While our cardinal rule has been and shall remain, that we “don’t fight the Fed”, we now know that “forward guidance” is less potent than before 🔵 The Fed delaying rate cuts may have a knock-on effect on other central banks and could deteriorate corporate balance sheets across the globe 🔵 The duration trade is now an even riskier one in the short term Read more of George’s insights ➡ http://maza.rs/6045Y3LBh #Banking #Insight #Investing

#TheWeekAhead : "Beyond monetary policy" In the first months of this year capital markets focused on the question of when (and by how much) interest rates would go down again. Expectations of interest rate cuts have fluctuated greatly over the course of the year to date. Central banks still feel unsure about starting a cycle of interest rate cuts with conviction, even though the first rate cuts are now being made. It is therefore worth taking a look outside the central bank’s box. There are numerous other noteworthy developments beyond the rate outlook – and they may offer investment opportunities as well. Read more in our latest “The Week Ahead” by Allianz Global Investors

#TheWeekAhead : "Beyond monetary policy" In the first months of this year capital markets focused on the question of when (and by how much) interest rates would go down again. Expectations of interest rate cuts have fluctuated greatly over the course of the year to date. Central banks still feel unsure about starting a cycle of interest rate cuts with conviction, even though the first rate cuts are now being made. It is therefore worth taking a look outside the central bank’s box. There are numerous other noteworthy developments beyond the rate outlook – and they may offer investment opportunities as well. Read more in our latest “The Week Ahead” by Allianz Global Investors

#TheWeekAhead : "Beyond monetary policy" In the first months of this year capital markets focused on the question of when (and by how much) interest rates would go down again. Expectations of interest rate cuts have fluctuated greatly over the course of the year to date. Central banks still feel unsure about starting a cycle of interest rate cuts with conviction, even though the first rate cuts are now being made. It is therefore worth taking a look outside the central bank’s box. There are numerous other noteworthy developments beyond the rate outlook – and they may offer investment opportunities as well. Read more in our latest “The Week Ahead” by Allianz Global Investors