2024’s US election outcome has no bearing on our bullish US equities outlook, which is driven by sound, underlying fundamental factors.
We are bullish on Asia ex-Japan and China equities over 12-months, given the strength of underlying fundamentals. China’s late 2024 stimulus measures reinforces our conviction.
We remain bullish on global risk assets as our 3i’s investment themes continue to take shape.
The Fed commences its rate easing cycle with a 50-bps rate cut. This is broadly positive for risk assets but reinforces USD weakness.
The “3i’s” investment theme underpins our bullish outlook for global risk assets, focusing on Industry 5.0, Innovation and Involution.