Ernst Knacke: The dark before the dawn
Head of research at Shard Capital Ernst Knacke encourages investors to remain vigilant as US recession risks surge
Head of research at Shard Capital Ernst Knacke encourages investors to remain vigilant as US recession risks surge
UK equities exposure has plummeted
Firm met and exceeded the stringent S&P 500 entry criteria
45 curated thematic areas
Sceptical of shift some investors have made away from US assets
Sentiment on the tech giants will be important in gauging the market’s direction
Global investors enthusiastically welcomed a 90 day pause in US reciprocal tariffs
Speculation mounting that Federal Reserve chair Jerome Powell will be compelled to take some action
Optimism stems from indications countries have approached the US government in search of a deal
While UK equity funds posted their worst ever quarter for net flows
Darius McDermott, managing director of Chelsea Financial Services, lays out his thoughts
The ARC Market Sentiment Survey polled 78 investment management CIOs