• A latest survey reading of US consumers rose in May, after declining for three months in a row.
  • However, concerns over high prices, especially food and groceries, and high rates may impact US consumption later.
  • Investors may consider other international markets for attractively-priced asset classes.

Actionable ideas

  • Global equities 
    Global divergences and improving economic outlooks may present opportunities in regions such as Europe, UK and emerging markets.
     
  • Multi asset
    A multi asset approach allows investors to stay flexible and potentially benefit from the growth potential of diverse* asset classes and regions.

Key Dates

4 June

Brazil GDP, South Korea CPI

 

6 June

ECB policy, EZ retail 7 June sales

 

7 June

US labour markets, EZ GDP, RBI policy

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