Outlook: Private Equity Offers Answer to Pension Fund Blues
In China, markets continue to look towards policymakers for a catalyst. Measures thus far have not revived the equity market sentiment in a significant way, but the Hang Seng Index’s outperformance compared with global equities since its late January low suggests some investors believe policy suppo...
This, we believe, fits well with the macro and markets environment we expect for H2 24 as the Fed starts to cut rates to manage a soft landing for the US economy. In Europe, we are Overweight the technology and healthcare sectors. We believe this more barbell-like approach is consistent...
While strategists based both in the US and Europe agree that the US election is the top risk in H2, they are less certain about what it will mean for markets. Even before President Biden bowed out of the race, 47% were concerned that the election could be a headwind, while 23% saw ...
This, we believe, fits well with the macro and markets environment we expect for H2 24 as the Fed starts to cut rates to manage a soft landing for the US economy. In Europe, we are Overweight the technology and healthcare sectors. We believe this more barbell-like approach is consistent...
OW Global equities In equities: US, Japan Opportunistic Allocations Equity BUY ideas US technology sector US comms. Services sector US energy sector India large cap equities China non-financial divi SOEs Bond BUY ideas US inflation-protected bonds Europe govt. bonds (fx-hedged) INR local currency...
Gold performed well as a short-term hedge, but may be due for a breather. We add Europe energy sector equities and South Korean stocks as Buy ideas within Opportunistic allocations. Inflation remains the central factor After a stellar Q1 for equity markets, global equities turned almost 4% ...
OW Global equities In equities: US, Japan Opportunistic Allocations Equity BUY ideas US technology sector US comms. Services sector US energy sector India large cap equities China non-financial divi SOEs Bond BUY ideas US inflation-protected bonds Europe govt. bonds (fx-hedged) INR local currency...
OW Global equities In equities: US, Japan Opportunistic Allocations Equity BUY ideas US technology sector US comms. Services sector US energy sector India large cap equities China non-financial divi SOEs Bond BUY ideas US inflation-protected bonds Europe govt. bonds (fx-hedged) INR local currency...
OW Global equities In equities: US, Japan Opportunistic Allocations Equity BUY ideas US technology sector US comms. Services sector US energy sector India large cap equities China non-financial divi SOEs Bond BUY ideas US inflation-protected bonds Europe govt. bonds (fx-hedged) INR local currency...