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Embracing Disruption

Thematic Investing – capturing growth from structural trends

In 2024, global equity markets navigated a challenging, yet dynamic environment shaped by interest rate policies, uneven economic growth, and geopolitical uncertainties. Nevertheless, many market indices worldwide ended up at or near record levels marking a great finish. While market performance varied by region, key themes included valuation shifts, sector-specific opportunities, and the influence of monetary policy transitions.

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Embracing Disruption

Thematic Investing – capturing growth from structural trends

In 2024, global equity markets navigated a challenging, yet dynamic environment shaped by interest rate policies, uneven economic growth, and geopolitical uncertainties. Nevertheless, many market indices worldwide ended up at or near record levels marking a great finish. While market performance varied by region, key themes included valuation shifts, sector-specific opportunities, and the influence of monetary policy transitions.

Discover more

5 days ago

Port of Long Beach

Navigating Rates

Bullish outlook for EM debt in 2025 – but mind the volatility

Investors in emerging market (EM) debt may face challenges in 2025, but we expect a year of opportunities for those who can look beyond the volatility.

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17/01/2025

Eight compass points to find your bearings in the Year of the Snake

Embracing Disruption

Eight compass points to find your bearings in the Year of the Snake

While the calendar may already show 2025, for investors the new year will only truly start later in January. On 20 January, Donald Trump will be inaugurated as the 47th President of the United States of America and implement his “America First” agenda. A few days later, on 29 January, large swathes of East Asia will come to a standstill as people celebrate the Lunar New Year and usher in the Year of the Snake.

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15/01/2025

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