Although the outlook for dividends will not be universally positive if growth slows, there should be investment opportunities, particularly among companies with such strong market positions that they have the ability to raise prices in excess of rising costs, or the ability to raise prices even if ...
The baseline outlook is for a weaker euro, sluggish GDP growth, and higher peripheral spreads. The opportunity lies in cheap equity valuations and aggressive ECB easing to support domestic activity. United Kingdom The UK faces low productivity, labor supply constraints, and inflationary pressures ...
2023 will enter the annals as a year with strong equity and bond performance, however, it will also be remembered as a tough year with economies and markets under duress from higher prices, higher rates, and a destabilized global marketplace. The market began the year with hopes of a Fed...
Software investor Thoma Bravo included in Private Equity Wire 2024 Outlook on private equity and investment trends in enterprise software and technology
2024 Equity Outlook: Investing When Cycles Are Out of Sync ByRob Hinchliffe, CFA,Kenneth Ruskin, CFA 10 November 2023 Multi-Asset 2024 Multi-Asset Outlook: Rates Lead the Way ByMichael J. Kelly, CFA 10 November 2023 Fixed Income 2024 Fixed Income Outlook: Use Barbells to Lift Your Portfoli...
M Foundation2024 China Equity Strategy Outlook | Asia PacificTapping Uncharted WatersMorgan Stanley Asia Limited+Laura WangEquity Strategist Laura.Wang@morganstanley.com +852 2848-6853 Morgan Stanley Asia (Singapore) Pte.+Jonathan F GarnerEquity Strategist Jonathan.Garner@morganstanley.com +65 6834-8172...
Arend Kapteyn: So the bit that we're most excited about in terms of our outlook, when we look at the equity market is really the tech sector. The tech sector is now historically cheap compared to the rest of emerging markets, and certainly compared to developed markets. And what's intere...
Arend Kapteyn: So the bit that we're most excited about in terms of our outlook, when we look at the equity market is really the tech sector. The tech sector is now historically cheap compared to the rest of emerging markets, and certainly compared to developed markets. And what's intere...
Singapore –Standard Chartered Wealth Management Chief Investment Office (CIO) has released itsOutlook 2024 report, outlining its investment strategy for the year ahead. The US and other major economies are likely to witness sharply slower growth and sliding inflation in 2024. Equity and bond markets...
Global Market Outlook A macro summer We see room for equity market gains to extend as cooling inflation brings bond yields lower and sustains central bank rate cut expectations for the rest of the year. We remain Overweight equities in Foundation allocations. Within this, we maintain our ...