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

In November, US consumer confidence surged, reflecting optimism from Trump's policies and a positive job outlook.

In the past few weeks, economists have been busy writing their predications for what might lie ahead of us in the next 12 months.

Escalating geopolitical tensions, increased economic frictions, and ongoing conflicts will require companies to relocate operations to mitigate risks.

The US economy is transitioning to slower growth, with a soft landing expected amid reduced imbalances and declining inflation.

Price pressures in the US and eurozone are abating, although some inflation components could be volatile.

US bond yields and the dollar rose on expectations that new government’s policies could boost economic growth.

Watch our 2024 US election results webinar for comprehensive analysis and insights.

Trump will return to the White House, with a red sweep of the Senate and House likely. Financial markets reacted by extending popular "Trump trades".

The US economy grew at a stronger than expected pace in the third quarter, but the pace was slower than Q2

Explore potential market reactions to the 2024 US election with Swaha Pattanaik and Monica Defend as they discuss Trump and Harris' economic agendas.

The S&P equal weighted index has outperformed the market-cap weighted S&P 500 since June.

This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections and implications for investors across asset classes,...

Find the latest edition of our monthly publication. The focus is on Draghi's report on EU competitiveness.

Mario Draghi’s report on Europe’s declining competitiveness poses a significant challenge for policymakers. While it has broad support, implementation...