29 August to 4 September: Wide Open

After a typical summer lull, investors return this week to a wide open outlook:

  • The oil price continues to swing wildly (falling 6.5% last week after an equally violent rally).
  • Most central banks are likely to ease, but with the current toolkit exhausted, there is little clarity on next steps.
  • The FED is biased to tighten, but the second hike of the cycle remains elusive.

The hunt for yield and growth currently favours emerging markets – and EM equity funds saw their 9th consecutive week of inflows last week (the longest stretch in 4 years).

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