08.09.2025
Towards a lower rate era
The start of autumn season marks a turning point for the Federal Reserve. Our rate outlook is shifting accordingly.
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08.09.2025
Without further pressure from the White House, the Fed is set to cut rates in September. Markets are debating whether the move will be 25 or 50 basis points after weak payroll figures, though we continue to expect only a 25-bp cut given the persistent inflationary pressures. The prospect of lower rates has buoyed equities, while attention this week will turn to US inflation data for evidence of tariff-related effects.
Weiterlesen08.09.2025
The start of autumn season marks a turning point for the Federal Reserve. Our rate outlook is shifting accordingly.
05.09.2025
Zwei unserer Kollegen sind leidenschaftliche Fussball- beziehungsweise Hockey-Fans. Nach Feierabend und in ihrer Freizeit werden sie zu redegewandten Sportjournalisten.
01.09.2025
While President Trump is pressing for greater influence over the Fed in the pursuit of lower interest rates, US small caps continued to benefit from declining short-term US yields. Attention turned to Nvidia where strong Q2 earnings were eclipsed by underwhelming guidance and geopolitics impacting sales in China, sending the stock lower; even so, global technology equities outperformed. This week, the focus is set to shift to key US macro indicators, namely employment data.
28.08.2025
As an impact investing team operating in listed equities, we decided to cut through the noise and examine the facts behind the prevailing negative narratives. Here is a list of the myths and exaggerations that we have decided to bust.
25.08.2025
With Fed chairman Jerome Powell opening the door to a rate cut in September, last week’s Jackson Hole symposium reinforced our forecast of two reductions this year. Global equities closed on a positive note, buoyed by the policy easing. However, the impact of tariffs must be fully assessed over the coming weeks.
25.08.2025
An executive order is opening the door for private assets to access US defined-contribution pension schemes.
Redner: Eleanor Taylor Jolidon, Maud Giese
Redner: Peter Kinsella