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UK Update: Life under Labour
Jul
12
2024

UK Update: Life under Labour

Bonds   |   Currencies   |   Geopolitics   |   Outlook
The UK will once again experience life under Labour. Given the party’s commanding election win and proposed policies, how may gilts and the pound fare under the new regime?
Siena Sheldon
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Michael Arno
Reina Berlien
Andrew Bogle
Alberto Boquin
Regina Borromeo
J. Patrick Bradley
Sean Brooks
Tracy Chen
James Clarke
Darren Clipston
My Duong
Michael Fleisher
Brian Giuliano
Ivy Gluck
Amer Hasan
Blake Haxton
Gerhardt (Gary) Herbert
Dylan Herrmann
David Hoffman
Celia Hoopes
Matti Karp
Patrick Kaser
Katie Klingensmith
Brian Kloss
Renato Latini
Richard Lawrence
Carol Lye
Gregory Manley
John McClain
Jack McIntyre
Paul Mielczarski
Kevin O’Neil
Jack Parker
Dorothee Rainis
Sorin Roibu
Anujeet Sareen
Francis Scotland
Siena Sheldon
Stephen Smith
Min Tian
William Vaughan
Chen Zhao
Bill Zox
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Mid-Year Outlook:
Sailing through Uncharted Waters

Inflation may be sailing toward trend, but uncertainties remain on the horizon. Our experts discuss the factors that may impact the economy and financial markets in the second half of the year.

 Macroeconomic Outlook
Sailing through Uncharted Waters
Paul Mielczarski

 Developed Markets Fixed Income Outlook
Year of the Coupon Continues
Jack P. McIntyre, CFA

 Global Currencies Outlook
Lower Dollar Likely but Election a Risk
Anujeet Sareen, CFA

 Emerging Markets Outlook
Forward Real Yields Point to Select Opportunities
Carol Lye | Michael Arno, CFA

 Investment Grade Credit Outlook
Strong Fundamentals and Attractive Yields
Brian L. Kloss, JD, CPA

 High Yield Credit Outlook
Positive Factors Outweigh Tight Spreads
Bill Zox, CFA | John McClain, CFA

 Structured Credit Outlook
Three Musketeers of Carry, Convexity, and Volatility
Tracy Chen, CFA, CAIA

 Global Equities Outlook
Opportunities and Catalysts across the Global Investment Landscape
James J. Clarke | Sorin Roibu, CFA

 U.S. Equities Outlook
Value Will Have Its Day
Patrick S. Kaser, CFA | Celia R. Hoopes, CFA