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
EnduroSat raised €20m in a new funding round led by private equity firm CEECAT Capital, marking its latest step toward expanding its presence in the satellite industry. The investment, confirmed by Bulgarian
DeepSeek and Chinese AI Investments We’ve seen China establish industry leadership before, even when it wasn’t the first mover. For example, Chinese companies didn’t invent electric vehicles or solar panels, but they
However, returns of high-quality equities tend to lag during early-recovery phases. In that stage of the cycle, we often see a rally of lower-quality stocks, also known as a dash-to-trash rally. This
Setting up a wheatgrass powder manufacturing facility necessitates a detailed market analysis alongside granular insights into various operational aspects, including unit processes, raw material procurement, utility provisions, infrastructure setup, machinery and technology
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
Meanwhile, growth stocks are much more expensive versus the broad market than they were in 2016. At the same time, defensive stocks—represented by the MSCI USA Minimum Volatility Index—are trading at relatively
The US economy and politics remain in the global driving seat. US growth still dominates the world’s financial markets, which are now likely to be further boosted by the new administration’s policies.
Technology stocks have been the poster child for growth in recent years. Other sectors deserve a closer look today. Equity investors seeking long-term growth have focused on popular technology stocks in recent
Meanwhile, growth stocks are much more expensive versus the broad market than they were in 2016. At the same time, defensive stocks—represented by the MSCI USA Minimum Volatility Index—are trading at relatively
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