During times of market stress, it is important to evaluate and analyse what the opportunity set looks like going forward. This article looks at the opportunities the current market turmoil will unlock.
Simon Sharrott, Joint MD (Guernsey) & Portfolio Manager, questions whether India’s slowing growth is a cause for concern given its pro-growth government and the monetary and fiscal levers at their disposal.
With interest rates and trade wars causing challenges to monetary policy, Simon Sharrott, Joint MD (Guernsey), highlights the struggle for central banks.
Simon Sharrott discusses emerging market debt in this week’s comment.
During the course of 2018 Jerome Powell, the Fed Chairman, signalled to the market that the Federal Open Market Committee (FOMC) were on a clear rate hiking programme, undertaking four rate hikes during 2018. However, Mr Powell and the FOMC Board’s rhetoric have taken an about turn since the start of 2019, with a far more