MHA Caves Wealth Quarterly – Autumn 2024 Newsletter

Welcome to the latest edition of Caves Quarterly newsletter! Your regular review of the latest news from the world of investment and financial planning.

In this edition of the Caves Quarterly newsletter, we look at the impact on investments from the first 100 days of the first Labour administration in nearly 15 years following their landslide election victory, as well as the feverish speculation about an Autumn Budget presaged to contain its fair share of ‘difficult decisions’ to help the Treasury plug a supposed £22bn black hole in the public finances.

The next three months, however, are likely to be dominated by more of an international focus. Granted, the 30th October ‘Halloween’ budget will garner much attention and we cover more on this potentially ‘scary story’ inside this edition. However, The US election and the escalation of hostilities in the Middle East could also play a significant role in the way global economies and investment markets behave as we run up to the end of the year.

Globally, interest rates have also begun to fall, and time will tell if central banks have successfully cooled inflationary pressures without tipping their economies into recession. Thus far the signs are promising, but the ‘Goldilocks’ economy (not too hot, not too cold) is notoriously difficult to achieve.

A full assessment of global investment markets is inside, along with other key insights to assist you with your financial planning.