Will China roar back from its slump? How can we protect your investments from rising geopolitical conflict, and will the US election make it worse? And how are UK markets reacting to big tax, spending and borrowing increases?
An aging recovery marches on
4 November 2024
Article last updated 4 November 2024.
In his latest video, our Co-Chief Investment Officer Ed Smith touches on China’s stimulus plans, the spreading conflict in the Middle East and looming US election. Closer to home, Ed discusses the reaction of the UK bond market to Labour’s first Budget, and what this can tell us about the outlook for growth and inflation.
Other questions Ed helps to answer include:
— Can China still drive growth in the global economy?
— How can investors prepare for big geopolitical risks?
— What effect could the US election have on America’s ballooning deficit?
— Did Labour deliver the ‘Budget for growth’ that it promised?
To read more about what the US election could mean for your investments, you can find our report Polls Apart or watch our series of videos here on our dedicated Election Hub.
You can also register here for our 13 November Planning Around the Budget event, where we’ll take a deep dive into the implications of Labour’s plans.
