When considering the outlook for equities in 2024, investors should reflect first on what happened last year. Those investors with a positive outlook were never truly challenged as equities marched higher throughout 2023. This year will not be as easy. Investors should expect more volatility, and ...
Q2 2024 equity market outlook Three charts on equity markets Investment Outlook 12 Apr 2024 2 min read Max Anderl Like Despite the sharp rise in interest rates, large corporates have surprisingly benefitted from falling net interest expenses. Large corporations benefitted from the sharp ...
U.S. GDP is expected to grow at a 3.2% annualized pace in Q4 2024.1The consumer spending outlook remains strong and is well supported by accelerating real disposable income growth.2In addition, U.S. household net worth increased by $13 trillion in just the first nine months of 2024, likel...
Private Equity Perspectives | January 2025 Vanguard 2025 private equity market outlook Authors: Michael Rabinovich | Matt Schweitzer, CFP®, CAIA ● Private equity (PE) exit markets are on the path to recovery as global PE exit activity rebounded sharply at the end of 2024. For 2025, we ...
Equity Capital Markets Watch An overview of the initial public offerings (IPO) and listing activities for Singapore, Hong Kong and Southeast Asia in 2023, and outlook for 2024. Equity Capital Markets Watch An overview of the initial public offerings (IPO), listing activities and outlook in ...
Much depends on the consensus 2024 S&P 500 earnings forecast of $241 per share and 2025 forecast of $276 per share holding together. As RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina notes, “there is room for market valuations (P/Es) to expand somewhat further...
Note: The primary M&A data source used in the 2025 outlook isS&P Capital IQ. Strategic thinking After a prolonged wait-and-see period linked to higher interest rates and market uncertainty, we expect a stronger economic outlook and dealmaking environment in 2025 thanks to increased investor confid...
A more stable backdrop for valuations has supported an improving outlook for exits, and is momentum is sustained this can unlock a wave of exits in 2025. According to White & Case Debt Explorer figures, global exit deal value in Q3 2024 was up for the third quarter in a row, with com...
We provide an outlook on the ongoing shift to new investment regime, and the market segments that we expect will most heavily influence global equity performance in the coming year
Will US and China equity markets diverge further in 2025? Investors need to position for the risk of any reversal in market sentiment. December 12, 2024 24 mins by: Raymond Cheng Chief Investment Officer, North Asia Wealth & retail bankingWealth insights As the year draws to a clos...