<br><br>Stay ahead of the curve with our Mid-Year investment analysis

Stay ahead of the curve with our Mid-Year investment analysis

Get the latest investment insights with our Mid-Year Snapshot Report. Discover the x3 market trends impacting the investment landscape and x3 portfolio adjustments you might wish to follow.
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Make the right investment decisions in an uncertain economy
What’s ahead for inflation and interest rates? What calls are we making for bonds and equities? As a private bank with over 200 years of experience, we share our expertise. In this snapshot report, our investment professionals give their market and investment views.

Get the x6 key insights you need to understand how to manage your portfolios.
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The x3 key macro trends you need to know
At the start of 2023, we were expecting x3 major shifts. These have been happening over the past six months and we expect them to continue.

1. Will inflation 

We believe US inflation has peaked and will continue to ease. While the Eurozone and UK still have some way to go, inflation will ease in time.

2. Will central banks pause?

The US Federal Reserve’s next rate increase is, in our opinion, likely their last of 2023. We believe the European Central Bank and the Bank of England will follow suit later in the year.

3. Will China’s economy 
pick up?

Without pressures from inflation, China has room to continue with measures that stimulate its economy, which could create new opportunities.

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What does this mean for your investments?
We’ve made x3 key calls heading into the second half of the year. Download our snapshot report to:
  • Explore the x3 trends that are driving a new market cycle
  • Discover the key data points that we’re watching for in the market
  • Understand our investment calls and how we’re adjusting our portfolio
  • Learn where we’re increasing or reducing our exposure on bonds and equities across different markets
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“As interest rates peak, growth slows and inflation eases, high-quality bond markets look attractive as history has shown they tend to outperform equities in these conditions. Even now, the risk-reward for equities is poor relative to high-quality bonds – a 6-month Treasury bill is currently yielding more than the S&P 500.”

Daniele Antonucci
Co-Head of Investment & Chief Investment Officer


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Don’t miss out on investment opportunities. Get the key insights you need to navigate an uncertain market and optimise your portfolio.

Information correct as at 25 May 2023

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