334. Fed cuts, China rebounds, UK equities: what’s next for investors?

FundCalibre - Investing on the go

Darius McDermott and Juliet Schooling Latter join us once again for our quarterly market update. They cover the most recent developments in global markets, with a special focus on the Federal Reserve’s interest rate cuts and their influence on both the US and UK economies. We hear two differing opinions on China’s rebound and insights into what the future might hold for UK equities and global small-caps. The episode wraps up with a preview of potential risks heading into 2025, including the US election and geopolitical tensions.

What’s covered in this episode:

• Interest rate cuts and the “Goldilocks" scenario
• How US policy impacts global currencies
• Why we need to reframe what “normal” interest rates are
• UK monetary policy
• Is Juliet still optimistic about the UK?
• What the autumn budget could mean for investors
• Darius vs Juliet: two differing opinions on China
• Increased enthusiasm for technology
• Positivity for markets in 2025
• Why there’s still volatility ahead

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