What’s top of investors’ minds this week?

Markets are likely to focus on the global flash PMIs for August and Fed Chairman Powell’s speech at the Fed’s Jackson Hole conference. With equities at year-highs and the markets pricing in 55bps of Fed cuts by year-end, the greater near-term risk is of stronger-than-expected PMIs and a Fed Chairman who is less
dovish than anticipated.

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Vis Nayar

Vis Nayar is the Chief Investment Officer and a member of the Executive Management Committee at Eastspring Investments. Vis spearheads Eastspring’s investment platform encompassing equities, fixed income, multi asset and quantitative solutions, and oversees investment offerings across markets.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.