From Macro to Micro: 2025 Global Markets Outlook Post-US Election – Chart Pack & Webinar
As we head into September’s next round of central bank meetings, all eyes will be on the Federal Reserve and the Bank of Japan.
Central banks
The calm before any election day storms
With the 2024 US Presidential election now less than two weeks away and the outcome still viewed as a toss-up, investors spent the third week of...
Flow pendulum swings to US stock funds
After a two-week influx of fresh money into China Equity Funds totaling $53 billion, the spotlight in mid-October shifted to US Equity Funds as a...
EM Equity Funds ride China rebound during record-setting week
The first week of October saw China’s benchmark stock index do a passable imitation of a roller coaster. It was a different story for flows into...
A rotation with Chinese characteristics
Investors anticipating that recent interest rate cuts in North America and Europe will drive a rotation from bonds to stocks, especially emerging...
China amplifies Fed’s interest rate pivot
In the wake of the Federal Reserve’s first interest rate cut in over four years, US equity markets hit fresh record highs and collective flows into...