Latest / The Investment Perspective, with Ninety One
#51 The Fed’s flip – why risk management could be a tailwind for equities
The tone of the US Federal Reserve has flipped from hovering on the hawkish side earlier this summer to delving firmly into dovish territory today. With jobs, inflation and politics all demanding attention, the policy permutations are many. Alex Holroyd-Jones unpacks the Fed’s shift into risk-management mode and what it means for markets and for equities in particular.
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The skinny
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