Category: Outlook

Q2 Outlook: The end (of the cycle) is nigh

In their latest investment outlook, our Asset Allocation team weigh up the macro and market impact of stress in the banking sector – and how it’s affecting their positioning.

Waves crashing on the coast

The team also discuss:

  • Why the debt ceiling could be the final straw for the US economy
  • Whether India and Mexico could displace China thanks to ‘friend-shoring’
  • What went wrong with commodities

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