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There are 6 item(s) tagged with the keyword "Macroeconomics".

Displaying: 1 - 6 of 6

Market Watch: International Divergence

In this edition of Market Watch, Shamik Dhar, Chief Economist at BNY Mellon Investment Management, explores the persistent theme of divergence from 2023 continuing into 2024. Dhar delves into facets, including the weakening US labour market and geopolitical tensions around the Red Sea, that might mitigate the potential for a US soft landing.

Tags: BNY Mellon Investment Management, Macroeconomics, Fixed Income, Equities
Looking ahead into 2024

Has the luxury market peaked?

Walter Scott client investment manager George Dent considers whether growth in the luxury goods market has slowed.

Tags: Macroeconomics, equities, BNY Mellon Investment Management
Strategic Fixed Income: unfortunately, a recession is baked in the cake

All the hallmarks for a recession are baked in the cake but have not washed through the economy yet. Markets will soon be forced to change their focus. (Recorded 25 August 2022)

Tags: Janus Henderson, Volatility, Macroeconomics, inflation
Five questions fixed income investors are asking in 2022

Central bank policy is a focus for markets this year as the narrative has shifted towards tightening. Our fixed income teams consider the conundrums facing investors and where, outside of policy, there are opportunities and risks in the bond markets.

Tags: Janus Henderson, Russia/Ukraine Conflict, credit, Macroeconomics
Caution Merited in an Increasingly Uncertain Market

With inflation reaching multi-decade highs, Portfolio Managers Jason England and Dan Siluk believe that the path for central banks has become perilously narrow, thus increasing the chances of a policy error catching investors by surprise.

Tags: Janus Henderson, credit, Macroeconomics
A close look at the US labour market

 In 2020, the impact of the pandemic on the US labour market was unprecedented, with the unemployment rate in the country hitting 14.8% at its peak and the number of unemployed soaring, from some 7 million to over 23 million. In this brief note we take a close look at the US labour market today and discuss why it is important for investors to watch in the coming months.

Tags: M&G Investments, multi-asset, Macroeconomics, Inflation, US, Asset allocation

Displaying: 1 - 6 of 6