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Have markets settled down?
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This summer has been far from dull. Historically, August and September are weaker months for U.S. stock returns, but last week’s global market sell-off surprised investors with its severity. Since then, markets have staged a remarkable recovery.
In our latest episode of Perspectives, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour make sense of these events and their implications for our strategies.
They also discuss the unwinding of the Japanese yen and its ripple effects through global markets, and analyse what to anticipate from the major central banks in the coming months.
Recorded on August 14, 2024.
Explore our latest Market Perspective and other publications at https://www.rothschildandco.com/en/wealth-management/switzerland/insights/.
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