3/12/2024 Equity What is in store for tech? Attractive opportunities can be found among the US and European cyclical tech stocks as well as within the Taiwanese and Korean semiconductor sectors.
8/11/2024 US Elections 2024 Unpacked: Results, Reactions and the Road ... Watch our 2024 US election results webinar for comprehensive analysis and insights.
7/11/2024 Economy & Markets Trump Victory: Key implications for investors 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".
4/11/2024 US soft landing on track The US economy grew at a stronger than expected pace in the third quarter, but the pace was slower than Q2
30/10/2024 Podcasts Outerblue Convictions – Global Investment Views – Perspectiv... Explore potential market reactions to the 2024 US election with Swaha Pattanaik and Monica Defend as they discuss Trump and Harris' economic agendas.
28/10/2024 Equities in elections time The S&P equal weighted index has outperformed the market-cap weighted S&P 500 since June.
23/10/2024 Economy & Markets 2024 US elections: macro, geopolitical, and investment persp... This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections and implications for investors across asset classes,...