Return expectations for Financials, Healthcare, and Industrials should benefit from AI, climate transition, and deregulation shaping sector dynamics.

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The article outlines the German economy's challenges, including an investment deficit and the impact of upcoming elections on fiscal reforms.

Attractive opportunities can be found among the US and European cyclical tech stocks as well as within the Taiwanese and Korean semiconductor sectors.

Discover the Q3 update: Equity returns face dampened expectations and declining valuations, while bonds see volatility and lower government yields.

While monetary policy in LatAm has been nothing short of prudent, both on the way up and down, LatAm’s post Covid and post elections fiscal consolidation...

Detailed macroeconomic analysis of the evolution of the US, Chinese and Indian economies, with forecasts for interest rates, inflation and growth.

Unlock critical investment insights with the May 2024 Cross Asset Strategy Report, covering US, China, and India's economic forecasts, inflation, and...

Discover how the Bank of Japan's shift to traditional monetary strategies is reshaping investment landscapes. Essential insights for investors.

Discover the potential of small-cap and value stocks as they begin to outperform, offering a unique investment window amid global economic recovery.

Stay informed on finance with our expert analysis. Explore macroeconomic trends, Eurozone PMIs, emerging markets, central bank updates & geopolitical...

Navigate finance's turbulent waters with insights on regional inflation shocks, China's lowflation era, and geopolitical impacts.

Optimize your investments with insights into Japan's dynamic equity market. Discover why 2024 holds promise amidst profit recovery, capital efficiency,...

Navigate 2024's economic landscape with insights on disinflation trends, central bank policies, and emerging market dynamics. Explore potential risks,...