Despite the pressures on household finances, there are encouraging signs for continued economic growth—and attractive market valuations, according to Franklin UK Equity’s Ben Russon. He shares his latest UK equity outlook.
The transition to decarbonize the world is happening and investors can no longer ignore it. Increasing investor preferences for sustainable assets are leading to a great repricing that has a lot of room to run, in BlackRock’s view. This doesn’t preclude browner assets such as traditional energy stocks from staging rallies at times.
Thoughts on recent global market volatility and potential central bank actions from our EMEA Investment Strategist, Kim Catechis, Franklin Templeton Fixed Income’s David Zahn, and Martin Currie’s Zehrid Osmani.
Thoughts on recent global market volatility and potential central bank actions from our EMEA Investment Strategist, Kim Catechis, Franklin Templeton Fixed Income’s David Zahn, and Martin Currie’s Zehrid Osmani.
MeDirect will be accepting applications for the €50,000,000 Hili Finance Company p.l.c. 4% unsecured Bonds 2027.
Central banks are giving ever more hawkish signals to appear to be responsive to surging inflation. Normalizing policy rates to pre-pandemic levels makes sense to BlackRock, as the powerful economic restart does not need stimulus. Markets are betting they will raise rates well beyond that. They disagree, as such policies wouldn’t contain inflation without a heavy toll on growth.
When considering portfolio allocation, it’s important to keep in mind the wide dispersion of returns among economies. Dina Ting, Franklin Templeton’s Head of Global Index Portfolio Management, assesses the recent dislocation among global equity returns, with a look at one notable inflation outlier—Japan.
Last week saw markets whipsaw from day-to-day as nerves remained brittle over central-bank policy, geopolitics risk and corporate earnings. The key focus for last week was Wednesday’s Federal Reserve (Fed) meeting, which saw Chair Jerome Powell maintain a hawkish stance and leave an interest-rate hike at the March meeting on the table.
Coming into 2022, BlackRock dialed down overall risk to have a modest overweight to equities on concerns about confusion over the macro environment. They don’t see a need to reduce risk further: the confusion has materialized.
Nerves have been on edge as Russia President Vladimir Putin continues to amass troops along the Ukrainian border, which has created some market volatility as the threat of war in Europe looms over investors. January has been a rollercoaster ride for equity markets.
The sooner you start managing your money, your way, using the best-in-class tools, the sooner you’ll see results. Sign up and open your account for free, within minutes.
You are leaving medirect.com.mt
Please be aware that the external site policies, or those of another MeDirect website, may differ from this website’s terms and conditions and privacy policy. The next website will open in a new browser window or tab.
Note: MeDirect is not responsible for any content on third party sites, nor does a link suggest endorsement of those sites and/or their content.
We strive to ensure a streamlined account opening process, via a structured and clear set of requirements and personalised assistance during the initial communication stages. If you are interested in opening a corporate account with MeDirect, please complete an Account Opening Information Questionnaire and send it to corporate@medirect.com.mt.
For a comprehensive list of documentation required to open a corporate account please contact us by email at corporate@medirect.com.mt or by phone on (+356) 2557 4444.