Global
July In Review
July In…
The market is pricing in a soft landing, but we see growing signs that the global economy is faltering. Investors should be defensively positioned.
Further Escalation In The Middle East…
Oil Prices Responding To Subdued Demand Conditions…
DM Manufacturing Activity Deteriorates in July…
Sentiment Diverges Further From Fundamentals…
Global Growth Lacks An Upward Inflection Point…
Can AI Boost Productivity And Earnings Over The Next 12 months…
Investors should overweight US assets and de-risk their portfolios in anticipation of a major increase in policy uncertainty and geopolitical risk surrounding the US election and its global ramifications.
Should Investors Overweight EMs In A Global Portfolio…