Probably the biggest macro development of the year happened this week and for once the news did not come out of the US. Instead, China announced support for the property and (crucially for investors) equity markets. Our CIO Chris Brown summarises these changes and explains why, with Chinese investor positioning and valuations near all time lows, this looks like an opportunity. https://lnkd.in/emif9h3Y
IPS Capital LLP’s Post
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European Markets Head for Higher Open European equity markets were poised for a higher open on Thursday, as investors looked to recover losses from the previous session and focused on key economic data from the region. Key reports include Eurozone economic sentiment, along with inflation figures from Germany and Spain. Business confidence data from Italy and Spain will also be in focus. Meanwhile, there are no major earnings reports scheduled for today. In premarket trading, Euro Stoxx 50 and Stoxx 600 futures were up by approximately 0.4% and 0.3%, respectively, signaling a positive start to the session.
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Our Investment Team's latest blog has been written by Amaraj Flora, and provides an insight into the turbulence being experienced by global markets. The blog also confirms how the UK emerges as a relative beacon of stability given the current market catalysts at play. To delve deeper into the market dynamics, please read his full blog here: https://lnkd.in/e8gUHTmy #markets #investment
Market catalysts and the "Great Rotation": are the opportunities built to last? - MM Wealth
https://www.mmwealth.co.uk
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A lot has unfolded across global markets over the past month, with two major events stealing the spotlight. The US Federal Reserve surprised with a bold 50-basis point rate cut, signalling a new phase of monetary policy, while China unveiled a substantial stimulus package to revive its struggling economy. Meanwhile, here in the UK, all eyes are on the upcoming Budget, with hopes high but uncertainty lingering. Several factors have worked to aid our performance in the last month, including our fixed income positioning that has proved very beneficial. Then more broadly our overweight positions in Asia and emerging markets meant the portfolios have performed well on a relative basis. The market volatility provides opportunities for skilled active managers, particularly as further announcements are expected, and the risks of sitting entirely on the sidelines increase. So, where do the opportunities lie, does a month of market moves alter our outlook, and what does it all really mean for investors? IBOSS CIO, Chris Metcalfe, explains in our monthly investment update. #Investing #FinancialPlanning https://lnkd.in/eyDwrVbf
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As investor sentiment shifts from exuberance to apprehension, Capital Group investment professionals offer their views on the sharp market selloff. Important disclosures: https://bit.ly/2JzEDWl .
5 views on tumbling markets
capitalgroup.com
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As investor sentiment shifts from exuberance to apprehension, Capital Group investment professionals offer their views on the sharp market selloff. Important disclosures: https://bit.ly/2JzEDWl .
https://bit.ly/3AatQfT
capitalgroup.com
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As investor sentiment shifts from exuberance to apprehension, Capital Group investment professionals offer their views on the sharp market selloff. Important disclosures: https://bit.ly/2JzEDWl .
https://bit.ly/3AatQfT
capitalgroup.com
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As investor sentiment shifts from exuberance to apprehension, Capital Group investment professionals offer their views on the sharp market selloff. Important disclosures: https://bit.ly/2JzEDWl .
https://bit.ly/3AatQfT
capitalgroup.com
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As investor sentiment shifts from exuberance to apprehension, Capital Group investment professionals offer their views on the sharp market selloff. Important disclosures: https://bit.ly/2JzEDWl .
https://bit.ly/3AatQfT
capitalgroup.com
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As investor sentiment shifts from exuberance to apprehension, Capital Group investment professionals offer their views on the sharp market selloff. Important disclosures: https://bit.ly/2JzEDWl .
https://bit.ly/3AatQfT
capitalgroup.com
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As investor sentiment shifts from exuberance to apprehension, Capital Group investment professionals offer their views on the sharp market selloff. Important disclosures: https://bit.ly/2JzEDWl .
https://bit.ly/3AatQfT
capitalgroup.com
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