The Global Macro & Asset Allocation team led by Henry McVey recently published its Outlook for 2025: Glass Still Half Full sharing our comprehensive views on the macro and geopolitical backdrop and
Earnings Have Exceeded Expectations The macro data is also supportive. Cyclical data is holding up better than expected, and GDP growth could benefit from plans to boost defense spending across Europe. Earnings
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The outlook for property has been directly impacted by the monetary tightening cycle since 2022 as asset prices have undergone adjustments. Commercial property has been impacted by this more than Residential, due
Weaker Growth Means Lower Rates While anything is possible at this stage, there could be opportunities to avert the worst-case outcomes. Tariff proposals may not be fully enacted, as targeted countries may
Natural Language Processing Changes the Game Clearly, if asset managers could uncover ESG-related controversies faster than their peers, they’d have an investment edge. But that’s easier said than done. Manually sifting through
Data shows that markets rise regardless of who sits in the Oval Office, but a divided Congress has been best for equities performance (YCharts) Trump plans to lower corporate tax by 6%,
According to Cervicorn Consulting, the India semiconductor market size is anticipated to exceed around USD 105.34 billion by 2033 and is expanding at a CAGR of 20.70% from 2024 to 2033. The
High-yield investors put off by today’s narrow spreads could be missing out. With high-yield credit spreads hovering near all-time lows, some investors may be tempted to sit on the sidelines until spreads
Global markets will face powerful disruptive forces next year. How can investors prepare in fixed-income, equity and alternative investment strategies? Investors are grappling with a multidimensional set of challenges as we turn
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