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Julian Howard

Chief Multi-Asset Investment Strategist

06:26 min watch

Sunday, October 17, 2021

Visionner

Monday, January 1, 0001

Multi-Asset Blog
Fed cuts US rates for third successive time
18 December 2024

But with inflation and the jobs market resilient, Fed points to 50 bps of cuts for 2025, compared to 100 bps flagged in Q3.

Multi-Asset Blog
ECB cuts interest rates again
13 December 2024

The eurozone’s fourth cut of 2024 comes against the backdrop of a potential ‘Perfect Storm’ of political instability and economic woes.

Outlook 2025
The major investment opportunity today lies in the relative strength of the US
December 2024

MULTI-ASSET SOLUTIONS: “The US tech sector is uniquely placed to capitalise on the AI revolution.”

Multi-Asset Blog
US PCE inflation well above target
27 November 2024

Latest price data make uncomfortable reading for the Fed in view of bold recent rate cuts and President-elect Trump’s stated policies.