13/04/2024
Global Investment View
Global Investment Views - April 2024
Global Investment View - July 2019
Saturday 20 July 2019
Global Investment View
Central banks fuel markets: illusion vs reality
The journey from market complacency to awareness of fragilities is in full swing, and the market correction in May is part of that, as is the recent recovery fuelled by dovish Central Banks (CB). Aware investors should recognise that the late cycle phase and mature market trends require improving fundamentals and positive political events to deliver sustainable uptrends in risk assets. But, it is difficult to see such improvements happening in the short term.
