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Global Investment Views - May 2023
Friday 28 April 2023
Global Investment View
Global Investment Views - May 2023 - CIO Views
The broader equity markets have digested the March turmoil, but the disruption continues to be evident in the US regional banking sector, which is not showing signs of recovery...
Other news
Global Investment Views - April 2023
March brought a wake-up call to markets after a complacent start to the year. The trigger was the failure of Silicon Valley Bank and other US regional banks, followed by Credit Suisse in Europe.
Global Investment Views - January 2023
The bear market rally materialised, but strong US November job market data cooled the markets’ dovish narrative, creating a mixed picture for US inflation, given that the service components remain sticky.
Global Investment Views - February 2023
Markets are shifting focus away from inflation towards growth, with a slightly less disruptive economic picture for Europe and a more optimistic view on China.