Monthly Archives: September 2017

END OF AN ERA Financial markets were little changed last week, pausing for breath after the post-summer rally. The FED meeting passed as expected (with the start of balance sheet normalisation) and economic data confirmed ... more
WALKING THE TIGHTROPE Last week the potential for greater monetary policy uncertainty given the FED’s Board of Governors is due to change almost entirely over the next 6 months was highlighted. Indeed, investors everywhere are ... more
Austen Morris Associates Senior Partner Jon Holand hosted another successful Private Client Dinner at The Place Shanghai on Wednesday, September 13th The evening included a cocktail reception to welcome guests who could mingle amongst one ... more
RINGING THE CHANGES At the beginning of this year, consensus expected a re-acceleration in US growth led by Trump tax reform and fiscal stimulus. As such, many predicted fixed income would deliver a negative return ... more
THE ODD COUPLE Over the last 2 weeks, market updates have covered the “Goldilocks” economic environment, with broad-based growth but weak inflation. As such, it’s been speculated that any headwind for markets would be more ... more