The post-pandemic recovery remains strong, but while inflation is hotter than expected it should only be temporary. The Fed has considerably raised its expectations for inflation this year and brought forward the timeframe on when it will next raise interest rates. It is now signalling that there could be two rate hikes in 2023, after saying in March there would be no rate rises until 2024. Here is our latest Omnis Managed Portfolio Service monthly update which incorporates our macroeconomic views and latest asset allocation positioning.
For our latest fund focus article, we spoke to the team at Barings Asset Management who manage the Omnis European Equity Opportunities Fund. This 2-page article summarises key information about the fund to help you get a better understanding of how your money is being managed.
This year we’ve seen bitcoin’s value reach record highs and then plummet, while thousands of first-time investors have lost money on GameStop shares. In this week's investment update, we’ve summarised seven approaches that we believe every investor can follow to help protect their investments from financial bubbles and speculative assets.
Latest Omnis MPS monthly update which incorporates our macroeconomic views and latest asset allocation positioning is now available.
US inflation has seen its biggest jump since 2008, fuelling concerns that rising consumer prices may become a problem for the economy. Any hint that central banks, particularly the Federal Reserve (Fed), are genuinely concerned about inflation – or less convinced that it will be transitionary – could spook markets. Here is our one-page monthly commentary update for the Omnis Managed Portfolio Service, which incorporates our macroeconomic views and latest asset allocation positioning.
Despite mixed economic data during the week, most stock markets globally ended the week positively. Many countries continue to grapple with surges in infections, whilst accelerating their vaccination rollouts. Inflation remains a concern among investors.