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No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.
While the Fed’s meeting didn’t deliver much that was new, it at least eased concerns that rate cuts could be delayed. Other central banks grabbed the spotlight, with potentially significant ramifications.
Too often, we find investors focusing on what the press puts before them instead of concentrating on issues relevant to their goals. We explain why investment time horizon should be a key focus of portfolio thinking.
A growing chorus on Wall Street is warning an AI-led bubble may be forming. While a near-term pullback can’t be ruled out, we argue this is not Tech Bubble 2.0.
As presidential elections have become more contentious, perceptions have risen that the stock market’s fate can hang in the balance depending on who wins. There are four principles investors should keep in mind.
2024 marks a case of rare planetary alignment, with close to half the world’s population heading to the polls. While the brightest spotlight will fall on the U.S. election, we focus on elections beyond the U.S. and why they matter to investors.
We survey the macro factors shaping the global economy, and their implications for portfolio positioning as 2024 unfolds.
The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.
Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.