2023 Top 500 ranking: 8
The Trump effect, the Brexit effect, and the impact of European elections… What if everyone – or nearly – were wrong?
The purpose of this article is to revisit the optimism on Trump and Brexit, and the pessimism on European elections. The impact on asset allocations could be much more significant than it is thought to be.
”As long as inflation is not resurging, better growth should support equities. We favour a diversified*global approach and selective stories, such as India.”
Macroeconomic forecasts as of 12 April 2024
”The BoJ does not have the right conditions to hike in 2024 or 2025.”
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