CIO’s Market Watch covering September

Wall of Worry or Rope of Hope? The market’s mood swings are back and they’re dramatic.

In this month’s Market Watch, Premier Miton CIO Neil Birrell dives into the global interest rate tug-of-war. The Fed made its first rate cut since Dec 2024, prioritising growth over inflation. Meanwhile, the Bank of England held steady, still locked in battle with stubborn price pressures.

But the plot thickens: US job data is missing in action thanks to a government shutdown, UK markets look bruised but potentially bargain-priced and US tech is soaring on AI momentum.

So what’s next? Will markets keep climbing the Wall of Worry, defying uncertainty? Or slide down the Rope of Hope, as optimism gives way to reality?

Read the full story in this month’s Market Watch.

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