Investments / Economy

China’s recovery may be bumpy, but the focus should be on long-term growth drivers

Is the global goods cycle about to turn?

An upturn in the global goods cycle has historically been a positive catalyst for some downtrodden markets such as EM equities and commodities.

Constraining demand with higher interest rates, is not the only way to lower inflation

Monetary policy, or more specifically the way reserve banks and policy makers manage interest rates, is the default mechanism for combatting inflation worldwide at the moment.

Investment Perspectives – Economic performance in Q2 2023

When trying to make sense of the economy, one needs to appreciate that it is ultimately a complex arrangement of interrelated macroeconomic variables, such as economic growth, inflation, and interest rates, which fluctuate gradually as the “business cycle” plays out.