As gold has reached new all-time highs and is making headlines once again, the question on some investors’ minds is whether there is a role for an allocation to this precious metal as part of a wider investment portfolio. In the following post we outline ebi’s views on this topic.
January Economic Background • U.S inflation higher than anticipated • Federal Reserve holds rates at 5.25-5.5% • Chinese equities continue their downward trend • Red-sea conflict causes shipping rates for Asia-to-Europe routes to surge Source: Morningstar (MSCI ACWI IMI; Bloomberg Global Agg) Market Review U.S Economy: In December, U.S. inflation exceeded predictions, reaching 3.4% annually – surpassing the expected 3.2%. This development dampened market expectations of an imminent decrease in interest rates, originally anticipated for…
Our latest market commentary covers the drivers of market conditions across 2023, along with factor, asset class, and portfolio returns.
Our latest market commentary covers the drivers of market conditions across Q4, along with factor, asset class, and portfolio returns.
It has been another busy year for ebi. Here are some of the highlights from 2023.
Our latest market commentary covers the latest UK inflation data, China’s economy, and the autumn statement released on November 22nd.
