The Federal Reserve’s Pause

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Investment Strategy

Returns in January 2019 were diametrically opposed to those of December. The main asset classes posted positive returns because of a “Goldilocks” environment, characterised by the much more accommodative tone adopted by the Federal Reserve – with investors now talking about a “Powell put” in reference to the Fed’s tendency to loosen US monetary policy when financial conditions become tighter – along with a more reassuring trade situation and the limited impact that the US government shutdown has had on growth