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The risk of lower US returns
Markets have largely ignored risks this year and delivered strong returns. But this has come at the expense of deteriorating valuations, especially in the US. V...
Take Two: IMF forecasts “stable yet underwhelming” growth; Eurozone activity remains lacklustre
What do you need to know?Global growth is expected to remain “stable yet underwhelming” at 3.2% in 2024 and 2025, according to the International Monetary Fu...
Prices, jobs, and personalities. Here comes the US election
The US election is nearly here. The opinion polls are close. What is not clear is what are the hopes and fears of ordinary Americans. The last few years have no...
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