Summarising this month’s investment view, Shweta Singh, Chief Economist, and Ross Barr, Senior Investment Strategist, commented: “Recently, equity markets have been paring back their year-to-date gains but, we think there is a short-term window where positive market performance from equities can resume before growth slows more meaningfully.
Recent labour market and inflation data, which show labour market rebalancing and inflationary pressures easing have just proven sufficient for the Bank of England to ‘wait and see’ how inflation trends continue to develop through the Autumn. Shweta Singh, Chief Economist, shares her thoughts on the latest interest rate decision.
Cardano adopts DiligenceVault for manager research, operational due diligence and ESG assessment because it is flexible, integrates with their existing systems and has the largest ecosystem of asset managers & GPs.
Cardano, the pension advisory and investment management specialist, has been appointed to act as the outsourced chief investment officer (OCIO) for the Northumbrian Water Pension Scheme in the UK.
Summarising this month’s investment view, Shweta Singh, Chief Economist at Cardano, commented: “Economic data in the US has been more resilient than expected, leading to upward revisions to the near-term growth outlook, but we think there is room for disappointment.
Shweta Singh, Chief Economist at Cardano, shares her thoughts on the Bank of England’s decision today to raise interest rates to 5.25% “The Bank of England (BOE) voted 6-3 to raise the policy rate by 25bps to 5.25% in one of the most divided decisions since the tightening cycle began in December 2021. The decision is […]
Shweta Singh, Chief Economist at Cardano, shared her thoughts on the ECB Governing Council (GC)’s decision on 27th July to raise the three key policy rates by 25bps.
Slowing growth and persistent inflationary pressures paint a bleak picture for H2 2023. Read our latest macroeconomic commentary here from the multi-asset team.
The Bank of England’s Monetary Policy Committee (MPC) accelerated the pace of its hiking cycle raising interest rates by 0.50% to 5.00% at the June meeting. Shweta Singh, Chief Economist, shares her thoughts here.
Global economic growth will deteriorate throughout 2023 and will show only some modest improvement in the second half of 2024. The lagged effect of one of the most aggressive tightening cycles in developed economies in recent history will continue to weigh on global liquidity, financing conditions, and economic growth. Read the multi-asset team’s latest macroeconomic investment view here.
