The US finally experience its first rate cut of 0.5%
China surprises with new economic stimulus polices
Consumer staples and other defensive sectors see increased inflows.
Learn more about our speaker
Tammy Hall
Tammy is the Head of Portfolio Management at LGT Wealth Management US, where she manages discretionary mandates and oversees the investment proposition for the company.
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Market View
A look back at the quarter
Equity markets experienced a shake-out over concerns the US economy may be stalling and concerns that the Federal Reserve was too late to cut rates. This was exacerbated when the Bank of Japan (BoJ) raised interest rates and guided towards more increases.
Market View
China's pivotal moment
Whilst the financial press has focused on the larger-than-expected 50-basis point cut in the United States and the Labour government’s challenges, the recent major policy announcements by the People’s Bank of China (PBoC) have featured less in the news.
