Market Views

What do unhappy families have in common with systematic investment approaches? Investors should take note in 2025.

You know the drill…

Savour your favorite glass of red this holiday—it may not taste the same for much longer. Also, the post-election US market shift highlights a surge in beta and momentum, but how much of this is froth?

Dealmakers are gearing up for a potential wave of M&A activity under the Trump administration. But it’s unlikely to be a free-for-all. Also, investors may face ‘green hushing’ in the US, but ‘green boasting’ in China.

As we move from a year of waiting and speculating, markets will need to navigate new drivers of volatility in 2025.

Corporate share buybacks are at a record and soaring household savings indicate potential future consumer spending in Britain. Also, the Renters Reform Bill is creating new investment opportunities in affordable housing.

A long time horizon is a competitive advantage. 10 ideas for those with 10 years.

As Donald Trump’s cabinet takes shape, China and Asia ex-Japan brace for upheavals in trade dynamics. The onus will now be on internal solutions to ensure the future of economic growth in the region.

In the market frenzy of the ‘Trump trade’, Tesla’s performance stands out. Also, the impact of the new president’s climate policies may be moderated by political realities.

US dollar-denominated Asian credit—once seen as a volatile last resort— may be an unexpected beneficiary of Donald Trump’s policies. Also, last week’s Bank of England rate cut will do little to alleviate the UK’s housing market woes.

Most of Donald Trump's policies should be market-friendly, but they come with extra tail risk driven by a potential willingness to break established frameworks.

Markets have soared on the news of Donald Trump's return to the White House. Here are our initial thoughts on his remarkable comeback.