Viresh Kanabar, an investment strategist with 8+ years of experience, notably contributed to portfolio construction and risk management at CCLA Investment Management, a £12 billion fund. Viresh was also a voting member of the Investment Committee and ran the private asset valuation process. Before his role at CCLA, Viresh made significant contributions during his three-year tenure as a Consultant at Deloitte, where he was a part of the largest P&C merger in 2016.
Economics & Growth
Bilal Hafeez, Viresh Kanabar
Note: Due to the upcoming holidays, this week’s Markets to Watch covers an extended period, from 25 March to 5 April. Summary US: Friday’s core PCE should support the Fed’s belief in continued disinflation, while NFP (5 April) should show cooling wage growth but strong employment. Europe: preliminary inflation figures out over the next fortnight could […]
Bilal Hafeez, Viresh Kanabar
Summary We think the Fed will stay on hold and keep three 2024 cuts in their forecast when they meet on Wednesday. The Bank of England will also likely keep rates steady, with CPI dictating the tone. Yet Tuesday’s BoJ meeting could bring the first hike in a generation following the strongest shunto wage negotiation […]
Bilal Hafeez, Viresh Kanabar
Summary Momentum, growth, and quality have all outperformed the market in the last six months due to exposure to companies with strong earnings growth and profitability. These factors have also exhibited the least sensitivity to changes in bond yields recently, as the market gives more importance to higher cash flows than the discount rate. Market […]
Bilal Hafeez, Viresh Kanabar
Summary In the US, Powell’s congressional testimony (Wednesday) will likely stress the need for more good inflation data before the Fed can cut. Nonfarm payrolls and wages (Friday) are likely to surprise on the upside. In Europe, the ECB should keep rates steady on Thursday but revise forecasts. We still expect a June cut at […]
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