Summary
- Slowing inflation, expectations of interest rate cuts and tech exuberance led the index to touch all time highs.
- In Europe, recent data points to better-than-expected growth, but uncertainty remains high.
- Hence, a multi-asset approach could help investors benefit from the positive economic backdrop and stay balanced.
Actionable ideas
- Multi-Asset
Investors could explore flexible investing strategies that may help garner attractive yields and also capture the potential upside in quality risk assets.
- Pan European equities
Improving outlook on growth and falling inflation are likely to be positive for European and UK equities that display traits such as strong earnings prospects, high margins, differentiated products.
Key Dates
14 May Japan PPI, |
15 May US CPI, EZ GDP |
17 May EZ CPI, China retail sales |