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Portfolio Perspectives from the CIO Office: May 2024
In this month’s edition of Portfolio Pespectives, the key messages for investors are: Inflation continues to be sticky, but how sticky it is from here is now in focus. A recent IMF paper examining the historical record of inflation provides a good framework to consider how much longer will inflation remain “unresolved”. Inflation took, on […]
Portfolio Perspectives from the CIO Office: April 2024
In this month’s edition of Portfolio Perspectives, the key messages for investors are: Recent macroeconomic data supports our expectations for a “soft landing” The US yield curve has set a new record for the time inverted Lonsec believes the inversion reflects more than a view that inflation will be sticky We believe the market is […]
Portfolio Perspectives from the CIO Office: March 2024
In this month’s edition of Portfolio Pespectives, the key messages for investors are: We remain late cycle but believe a “soft landing” is still plausible The services sector, not manufacturing, has a more significant impact on the global economy As long as the Services Purchasing Managers Index across the US, Eurozone, Japan and China remain […]
Portfolio Perspectives from the CIO Office: February 2024
In this month’s edition of Portfolio Pespectives, the key messages for investors are: Lonsec moves into the ’soft landing‘ camp The services economy is the key driver within most major economies and this portion of the global economy remains in expansionary conditions Consumer spending is constructive, fuelling the services economy Unemployment is near multi-decade lows […]
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