Today the Bank of England’s (BoE) Monetary Policy Committee met, and voted by a majority of 7-2 to keep the policy interest rate at 0.75%.
Can you close the return gap?
Regime shift from “lower for longer” toward reflation?
Markets, economy, stocks, growth, global, fixed income, international, asset classes
How can core real assets help improve liability-aware portfolios?
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding