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
Mar 23, 2025 Music icon will.i.am revealed that he invested in Tesla before Elon Musk took charge, but missed out on an early investment opportunity with Airbnb. According to Yahoo Finance, the
Investors cooled to the healthcare sector in 2024, which dramatically trailed global and US equity markets for the year. As a result, the sector’s share of the MSCI World benchmark shrank to
Many of us know the story of The Tortoise and the Hare, one of Aesop’s timeless fables. The story, originating from Aesop’s collection of fables first told in ancient Greece circa the
S&P Global, “Strongest improvement in manufacturing performance since September 2022,” news release, Feb. 1, 2024.
View in Article Chris Williamson, “US manufacturing purchasing managers’ index sends warning signals on economic conditions,”
US Energy Information Administration, “Petroleum and other liquids oil spot prices,” accessed Nov. 22, 2024.
View in Article Deloitte analysis of data sourced from S&P Capital IQ, accessed November 2024.
Our Variables – What do we need to manage around? There aren’t many comparisons to be drawn between investing and quantum physics, but the policy cocktail in store for 2025 is one
China’s efforts to steer between domestic and international growth challenges in 2025 could be good for bond investors. China’s growth outlook for 2025—the Year of the Snake in Chinese astrology—is overshadowed by
Discover hidden connections between stocks, cryptocurrencies, and global events—VAIX now available on ProBit Exchange. SAN DIEGO, Dec. 24, 2024 (GLOBE NEWSWIRE) — Vectorspace AI X (VAIX), a trailblazer in AI-driven datasets 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
With their unrivaled depth and breadth, US capital markets lend themselves well to multi-asset strategies. The US equity market is a key portfolio building block and has outpaced the stock markets of