What’s top of investors’ minds this week?

US Federal Reserve Chairman Powell’s speech at Jackson Hole on Friday presented a dovish increase in concern about prospective labour market weakness. This leads us to expect a 25bps cut in the Fed Funds rate to 4.0% – 4.25% at the September FOMC meeting.

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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.