We believe AI could radically reshape economies and markets. Identifying the full slate of potential beneficiaries calls for an active investment approach.

A shift in gear or more of the same? Portfolio managers Archie Hart and Thys Louw consider the implications of Trump’s election victory for emerging markets and discuss what it means for investors.

Markets have responded to Donald Trump’s election victory by anticipating pro-growth policies and higher inflation. 

Election outcome: The results of the 2024 US election are in. The verdict is clear: A resounding Republican victory. 

Marc Pinto, Head of Americas Equities, and Lucas Klein, Head of EMEA and Asia Pacific Equities, say a surprisingly straightforward U.S. election could provide additional momentum to U.S. stocks through the end of 2024. 

Following some hints of hawkishness over the past couple of weeks, there has been mounting nervousness about whether the US Federal Reserve would cut rates at all this month. 

Emerging market (EM) debt’s composition, risk, return, and correlation characteristics have transformed over the years.

Given a strong consensus for a Soft Landing and lingering Recession fears, No Landing would be the most contrarian scenario for markets.

Giving yourself ample time to review your balance sheet, along with your personal and financial goals for the coming year, can help you make thoughtful adjustments, if any are needed. 

Global purchasing manager indexes (PMI) for manufacturing continue to point to declines in business activity, led by a downturn in new orders.

Our base case is for U.S. growth to gradually slow but remain positive. However, a cooling economy is more vulnerable to exogenous shocks, and we look ahead to potential volatility-inducing events, including the U.S. election.

The solid September employment report reveals a positive close for the third quarter of 2024, with a rise in payroll additions, a downtick in the unemployment rate and solid wage gains.