Investment Insights - Page 42

To address this question, let’s revisit the “holy trinity” of economic drivers: inflation, growth and labor. Inflation has trended down, though there’s still room for improvement. Economic growth continues to deliver positive

It’s been a rough start to the year for US equity investors. Yet the volatility hasn’t been too far out of the ordinary in historical context. The S&P 500 fell by 3.3%

US Policy and Deficits Add Uncertainty Our outlook, of course, is subject to change given several uncertainties in the mix. We’re closely watching policies expected out of the new US administration, which

What type of businesses could benefit? We believe companies that manufacture equipment or infrastructure for electrification should continue to enjoy solid growth as the quest for energy security plays out. Similarly, equipment

The Need for Speed Speed to market is an important consideration. In the US, for instance, AI is substantially increasing power demand at a time when significant amounts of coal-fired power generation

Investment Perspectives 2025 Outlook: No time for complacency | M&G Investments Macro 15 min read 9 Dec 24 Source link

Donald Trump’s second term as president brings with it new priorities and shifts in policy that may have significant implications for investors. The new administration looks to use tariffs as a key

Many hot trends have been turned into equity portfolios. But fads aren’t investing themes and may be flawed as standalone investments. What do pet lovers, Korean pop music and sin stocks have

With expertise spanning multiple industries, a delegation from pan-African legal and advisory firm CLG (formerly Centurion Law Group) will speak at the inaugural Congo Energy&Investment Forum (CEIF) in Brazzaville this March. CLG,

Updated Mar 26, 2025 17:38 IST Are branded homes good investment in India? Insights from experts (Pic: Shutterstock/ ET NOW) Real Estate : Branded homes in India have become an increasingly appealing