News & Updates
In our News & Updates section, we’ll keep you informed about what is happening at MeDirect Group. Through this section we also publish weekly market updates provided by well-established fund houses and other interesting financial reads. Make sure to visit often to keep yourself up to date.
BlackRock Commentary: Earnings under pressure
Stocks are rallying as markets believe inflation is waning and the Fed will slow hikes soon. BlackRock don’t think the rally is sustainable. Why? They see the Fed hiking rates to levels that will stall the economic restart. Corporate earnings may weaken more as consumer spending shifts and profit margins contract.
Notes from the Trading Desk – Franklin Templeton
Despite the strength in the market overall, a number of headwinds persist for European corporates, and one area of focus is the Rhine river water level, which continues to drop. This could have the potential to restrict the transportation of goods through central Europe, at a time when the continent is already suffering the worst energy crisis in decades.
MeDirect Bank continues to deliver business growth whilst investing to become a pan-European WealthTech leader
During the first six months of 2022, MeDirect continued its transformation towards becoming a pan-European WealthTech leader and a specialised mortgage lender. By taking advantage of the flexibility offered by its technology and ability to innovate, during the past three years MeDirect Group has successfully executed its strategy, which is based on four pillars: building a world-class WealthTech platform, growing its retail franchise focused on affluent customers, de-risking and diversifying its balance sheet with a focus on mortgages, and improving the efficiency of its operating model.
BlackRock Commentary: Why we like credit over equities
BlackRock prefer investment grade (IG) credit over equities on a tactical horizon as they see a new market regime with higher volatility taking shape. They believe IG credit can weather a significant growth slowdown whereas equities don’t look priced for this risk.
Notes from the Trading Desk – Franklin Templeton
Geopolitical tensions between Russia and Ukraine remain heightened, with gas supplies restricted by Russia’s political posturing. Meanwhile, US Speaker of the House of Representatives Nancy Pelosi’s visit to Taiwan has caused some shockwaves and signaled a deterioration in US-China relations.
Franklin Templeton Thoughts: US equities – Opportunities amid turbulence
Franklin Equity Group Portfolio Manager Grant Bowers shares his outlook on inflation and recessionary risks and where he’s finding opportunities in US equities amid recent market volatility.
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