Opinion
Time to panic or the correction we had to have?
Investors’ hope for a Goldilocks scenario all came unstuck last week. But rather than succumb to hysteria, it’s better to recalibrate risk appetite.
Stephen MillerFormer advisor Paul KeatingWhen reviewing markets halfway through the year, I was struck by just how durable the key investment themes had been.
The consensus view at the start of 2024 was uber benign – commonly referred to as Goldilocks – a resilient economy in which inflation declines enough so that central banks can start cutting interest rates.
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