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Discover the economic and market trends shaping 2024 in our Mid-Year Market Outlook 🔍 Highlights: - Despite high inflation and geopolitical tensions, global economies – particularly the US – have shown remarkable resilience. - Despite their inherent volatility, equity markets continue to offer attractive risk-adjusted returns. - Our investment solutions, which are informed by our latest market analysis and long-term asset views, are designed to balance risks and opportunities. 📈 What’s ahead: Our outlook for the remainder of 2024 is cautiously optimistic. We foresee a gradual easing of monetary policies by major central banks and a continued focus on easing inflationary pressures. The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. This material does not constitute investment advice. SJP approved 25/07/2024

Back on December 20th, 2023, i created a document highlighting the various economic indicators that are signaling a incoming recession. I also listed what could happen in 2024 as a result of the current macro-economic environment. Now, my timing of these events may not have been exact, but take a look and see if it fits: ·      Rates will come down (election year) ·      Equities melt up (led by Mag 7, tech and AI) ·      Historic Crash, recession and possibly a depression ·      Second, bigger wave of inflation comes (led by higher oil/energy prices) ·      Declining EPS due to entrenched core inflation leads to Stagflationary environment. ·      Commodities/Precious metals reach new highs, and miners have exceptional run. ·      M2 money supply drastically increases to cover net interest on debt ·      Dollar index (US dollar) crashes. ·      BRIC’s gold-backed currency takes shape. ·      More Wars to protect US reserve currency status. Stay Tuned...

The global economy demonstrates remarkable resilience, despite challenges stemming from geopolitical tensions, trade protectionism, and fiscal concerns. The economic outlook and investment strategy will be significantly influenced by the policy agenda of President Trump’s second term. Central Banks are anticipated to continue gradually interest rate cuts in 2025, moving towards the neutral level. Equity markets are displaying an upwards trend, fueled by robust earnings growth, anticipated rate cuts, and optimism surrounding artificial intelligence. This positive momentum is likely to be maintained in 2025, especially in the US, as earnings growth is projected to strengthen by Trump administration's focus on tax reductions and deregulation. Fixed income markets are vulnerable to a renewed uptick in short-term inflation. Over the medium term, investment-grade bonds are expected to provide diversification for balanced portfolios by offering both coupon income and protection against downside risks related to economic activity.   Read more in Navigator 2025 ... #interestrates #banks #economy #markets #investments #outlook2025  #globaleconomy  #greece  #macro  #interestrates  #assetallocation  #inflation  

Discover the economic and market trends shaping 2024 in our Mid-Year Market Outlook: https://lnkd.in/eGq44v5f 🔍 Highlights: - Despite high inflation and geopolitical tensions, global economies – particularly the US – have shown remarkable resilience. - Despite their inherent volatility, equity markets continue to offer attractive risk-adjusted returns. - Our investment solutions, which are informed by our latest market analysis and long-term asset views, are designed to balance risks and opportunities. 📈 What’s ahead: Our outlook for the remainder of 2024 is cautiously optimistic. We foresee a gradual easing of monetary policies by major central banks and a continued focus on easing inflationary pressures. 🔗 Read the full Mid-Year Market Outlook 2024 here: https://lnkd.in/ey7GHd8U The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. This material does not constitute investment advice. SJP approved 25/07/2024 #MarketTrends #InvestmentOutlook #FinancialPlanning #Investing #Wealth

A document, produced by our macro research team, consisting of an easy-to-read chartbook of what is happening in the economy and a snapshot of the index returns for the month. Investors have pushed out their expectations on interest rate cuts since the start of the year, now expecting a later and shallower cycle given central banks’ views on persistent upside risks to inflation and a recalibration of the neutral rate of interest. This month’s infographic features the latest views on growth, inflation and debt metrics from the International Monetary Fund’s April 2024 World Economic Outlook report. #investments

Discover the economic and market trends shaping 2024 in our Mid-Year Market Outlook: https://lnkd.in/d9YSag9k 🔍 Highlights: - Despite high inflation and geopolitical tensions, global economies – particularly the US – have shown remarkable resilience. - Despite their inherent volatility, equity markets continue to offer attractive risk-adjusted returns. - Our investment solutions, which are informed by our latest market analysis and long-term asset views, are designed to balance risks and opportunities. 📈 What’s ahead: Our outlook for the remainder of 2024 is cautiously optimistic. We foresee a gradual easing of monetary policies by major central banks and a continued focus on easing inflationary pressures. 🔗 Read the full Mid-Year Market Outlook 2024 here: https://lnkd.in/dk7pSkwX The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. This material does not constitute investment advice. SJP approved 25/07/2024 #MarketTrends #InvestmentOutlook #FinancialPlanning #Investing #Wealth

The latest on Global Economy, challenges and opportunities in the markets by the Analysts of Alpha Bank #outlook #globaleconomy #economy #navigator #alphabank #Greece #investments #strategy #geopolitics

PIMCO | 𝗬𝗶𝗲𝗹𝗱 𝗔𝗱𝘃𝗮𝗻𝘁𝗮𝗴𝗲 👇 - "The global economy continues to recover from pandemic aftershocks" - "Disinflation has occurred more rapidly than anticipated in most DM economies" - "Central banks are also poised to pivot toward rate cuts, likely on different schedules" - "Large-scale fiscal stimulus has fueled recent standout U.S. growth, but that exceptionalism has come at a cost" - "Equities screen expensive on an absolute basis and relative to U.S. Treasuries" #inflation #growth #interestrates #fixedincome #bonds

Discover the economic and market trends shaping 2024 in our Mid-Year Market Outlook: https://lnkd.in/eGq44v5f 🔍 Highlights: - Despite high inflation and geopolitical tensions, global economies – particularly the US – have shown remarkable resilience. - Despite their inherent volatility, equity markets continue to offer attractive risk-adjusted returns. - Our investment solutions, which are informed by our latest market analysis and long-term asset views, are designed to balance risks and opportunities. 📈 What’s ahead: Our outlook for the remainder of 2024 is cautiously optimistic. We foresee a gradual easing of monetary policies by major central banks and a continued focus on easing inflationary pressures. 🔗 Read the full Mid-Year Market Outlook 2024 here: https://lnkd.in/ey7GHd8U The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. This material does not constitute investment advice. SJP approved 25/07/2024 #MarketTrends #InvestmentOutlook #FinancialPlanning #Investing #Wealth

2024 mid-year market update: Resilient global economy calms recession concerns 🗓️ Thursday, June 13, 2024 | 11 a.m. MT Are you wondering if the expected soft landing will ease inflation and reduce the chances of a recession? Or how the current trends in the economy are impacting your financial plan? Join IG Wealth Management's Ashish Utarid, Philip Petursson, and Aurèle Courcelles as they discuss: ✔️ How could the proposed capital gain inclusion rate increase affect your financial plan? ✔️ Divergence: economic growth, central bank rates and currency. ✔️ A soft landing: where are we in the economic cycle? ✔️ Commodities and the opportunity they offer for Canada. There will be a virtual Q&A session at the end of the discussion. Note: if you can't attend the presentation but you're interested simply register for it and you will get a replay link that you can watch at a later time! Register now https://conta.cc/3wMF6Ok #jamiepowell #powellandassociates #privatewealthmanagement #IGevents #2024marketupdate #GlobalEconomy #Webinar #IGWealthManagement