IBOSS Asset Management’s Post

Unpacking market dynamics post-U.S. election: Insights from David Tulk Discover how U.S. equity markets are reacting, the impact on global currencies, and what this means for Canadian investors. Portfolio manager David Tulk offers his perspectives on: • Understanding the immediate market responses and what they may signal for the future. • Regulatory environment - Anticipating significant changes and the impact on Canadian businesses. • Canadian economy and Investment strategy - Strategic insights on navigating economic shifts. • Geopolitical impact - How changing foreign policy could influence global trade dynamics. • Inflation and fiscal policy - Preparing for potential inflationary pressures and managing debt levels. 👉 Read the full article: https://ow.ly/TQST30sHPaN #FidelityConnects #FidelityCanada

Unpacking market dynamics post-U.S. election: Insights from David Tulk Discover how U.S. equity markets are reacting, the impact on global currencies, and what this means for Canadian investors. Portfolio manager David Tulk offers his perspectives on: • Understanding the immediate market responses and what they may signal for the future. • Regulatory environment - Anticipating significant changes and the impact on Canadian businesses. • Canadian economy and Investment strategy - Strategic insights on navigating economic shifts. • Geopolitical impact - How changing foreign policy could influence global trade dynamics. • Inflation and fiscal policy - Preparing for potential inflationary pressures and managing debt levels. 👉 Read the full article: https://ow.ly/Ihg730sHUba #FidelityConnects #FidelityCanada

Unpacking market dynamics post-U.S. election: Insights from David Tulk Discover how U.S. equity markets are reacting, the impact on global currencies, and what this means for Canadian investors. Portfolio manager David Tulk offers his perspectives on: • Understanding the immediate market responses and what they may signal for the future. • Regulatory environment - Anticipating significant changes and the impact on Canadian businesses. • Canadian economy and Investment strategy - Strategic insights on navigating economic shifts. • Geopolitical impact - How changing foreign policy could influence global trade dynamics. • Inflation and fiscal policy - Preparing for potential inflationary pressures and managing debt levels. 👉 Read the full article: https://ow.ly/Qbbf30sHPaZ #FidelityConnects #FidelityCanada

We are more optimistic about the US economy than most – and we are still optimistic about the outlook for global equities in general and European equities in particular. These are some of the key takeaways in our new Monthly View video from Bo Bejstrup Christensen, Head of Macro & TAA at Danske Bank Asset Management. In #MonthlyView, he answers three key questions for financial markets right now: ▪️ Will the Federal Reserve be able to ease monetary policy this year? ▪️ What comes after the first interest rate cut from the ECB? ▪️ And will the new housing market package in China boost the Chinese economy? Watch it here: https://lnkd.in/dcityMvv 𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘪𝘴 𝘮𝘢𝘳𝘬𝘦𝘵𝘪𝘯𝘨 𝘤𝘰𝘮𝘮𝘶𝘯𝘪𝘤𝘢𝘵𝘪𝘰𝘯 𝘢𝘯𝘥 𝘪𝘴 𝘯𝘰𝘵 𝘢𝘯 𝘰𝘧𝘧𝘦𝘳 𝘰𝘳 𝘴𝘰𝘭𝘪𝘤𝘪𝘵𝘢𝘵𝘪𝘰𝘯 𝘰𝘧 𝘢𝘯𝘺 𝘰𝘧𝘧𝘦𝘳 𝘵𝘰 𝘵𝘳𝘢𝘥𝘦 𝘢 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘪𝘯𝘴𝘵𝘳𝘶𝘮𝘦𝘯𝘵. 𝘗𝘭𝘦𝘢𝘴𝘦 𝘤𝘰𝘯𝘴𝘶𝘭𝘵 𝘸𝘪𝘵𝘩 𝘺𝘰𝘶𝘳 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴 𝘢𝘣𝘰𝘶𝘵 𝘵𝘩𝘦 𝘴𝘶𝘪𝘵𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘰𝘧 𝘢𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘵𝘰 𝘦𝘯𝘴𝘶𝘳𝘦 𝘵𝘩𝘢𝘵 𝘺𝘰𝘶 𝘶𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥 𝘪𝘵𝘴 𝘳𝘪𝘴𝘬𝘴.

This week, Paul Durrans, Investment Director and Sam Elliott, Investment Analyst, summarise financial markets and monetary policy changes that could impact your money. China has continued to be in focus for equity markets as investors digest the larger than expected stimulus measures. Elsewhere they discuss the recent US labour market reports and how equity and bonds markets have reacted. Closer to home, the Bank of England suggested it may catch-up with the US with more aggressive interest rate cuts, although there appears to be some disagreement between the central bank's chief economist and Governor. How do these changes impact diversified investors? #China #USEconomy #InterestRates

Expected interest rate cuts, political and geopolitical uncertainties, and the redistribution of trade flows, will continue to influence the financial markets in the months ahead, bringing with them volatility. Nonetheless, the concentration of performance on large caps is likely to diminish, and each of the major economic zones as well as a larger number of sectors should make a greater contribution to financial markets performance in the second half of the year. In this short video, Nicolas Bickel, CFA, Group Head of Investment Private Banking, presents his latest outlook. #Outlook #Convictions #Inflation #China #Europe #US

Despite high Treasury yields, US equities remain robust, reflecting a pro-US economic policy stance, yet overseas markets are facing challenges. Head of Asset Allocation, Damien Hennessy, suggests that global considerations, like potential stimulus from China and ECB policies, require a strategic approach. Higher bond yields may influence equities in the long run, demanding careful asset allocation. 💻 To watch the full insight on ausbiz go to - https://lnkd.in/gRMdyeng #Markets #USequities #GlobalEconomy #Bonds #Investing #AssetAllocation #PortfoloConstruction #China

Risk appetite and leading indicators continue to decline as negative momentum in the US and China has prompted investor concerns. Consequently, our macro framework points to further deceleration in economic activity and market expectations of future growth. View our full tactical asset update. https://inves.co/4dKeSMo

As we move towards the second half of the year, global equities markets are poised to become more complex as we closely watch the upcoming US presidential election in November and its impact on interest rates and economic policies. Read more about the global markets outlook for H2 2024 in our latest FirstNews report: https://lnkd.in/gWwTabHK #MarketsOutlook #Equities #US #China #Japan #Capitalmarkets #Asia #Financing