Insights
Eastern European Equities: Close to a Re-Risking Catalyst
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Global Asset Allocation Team Market Update – February 2025
Financial markets began 2025 on a positive note following the inauguration of President Donald Trump in mid‑January – even despite his looming threats to impose tariffs on Canada, Mexico, and China.
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Global Asset Allocation Team Market Update – January 2025
Financial markets ended 2024 on an uninspiring note as investors contemplated an environment of resilient growth and persistent inflation in the United States that cast doubts over the scope of policy easing from the Federal Reserve.
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Global Asset Allocation Team Market Update – December 2024
In November, the so-called “Trump trade” lingered on following the Republican sweep in the United States – with investors cheering the incoming administration’s business-friendly stance.
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Global Asset Allocation Team Market Update – November 2024
The fourth quarter got off to a challenging start, with both stocks and bonds losing ground in October.
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Global Asset Allocation Team Market Update – October 2024
The third quarter ended on a strong note, with a clear easing path for many global central banks paving the way for a soft landing.
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