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4 December 2023

Steven Bell

Chief Economist, EMEA

Unemployment is now the key to US rate cuts

Will rising unemployment mean the Federal Reserve cuts rates sooner rather than later? Steven Bell explains why we’re watching upcoming US data closely.
Watch time - 5 min
1 December 2023

Claudia Wearmouth

Managing Director, Co-Head, Responsible Investment

Greater clarity and a focus on financial outcomes

There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
Read time - 4 min
27 November 2023

Steven Bell

Chief Economist, EMEA

UK base rate cuts to be delayed following last week's Autumn Statement

The UK’s Autumn Statement partially relieved the upward trend in taxes. But what does that mean for interest rates? Steven Bell explains why cuts in early 2024 now seem unlikely.
Watch time - 5 min