Perspective & Analysis
We believe the economic backdrop supports optimistic earnings growth expectations and thus maintaining risk assets at strategic levels is prudent for long-term investors.
Perspective & Analysis
We see no immediate catalyst to alter our slightly defensive but invested stance
Perspective & Analysis
In a challenging environment for investors, we take a slightly conservative stance.
Perspective & Analysis
In today's macroeconomic climate, the key question is whether future profit growth will sustain equity valuations.
Perspective & Analysis
We believe the base case scenario for 2025 is more modest and the risk of a downside scenario has increased.
Perspective & Analysis
We highlight a handful of key themes that we believe will drive markets and investor returns in 2025 and beyond.
Perspective & Analysis
A pickup in uncertainty has overshadowed the start of 2025.
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