Considering how the U.S. election may influence markets leading up to November and which policies are worth monitoring.
Insights
Growth opportunities exist beyond the ‘Magnificent Seven’. Here, we explore large-cap tailwinds and a ‘peace dividend’ in Europe.
The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.
The Economist Intelligence Unit explores some of the data behind geopolitics while CEO Ali Dibadj provides his perspective on what it means for investors.
Ali Dibadj outlines the macroeconomic drivers likely to shape the coming decade and why these suit an active approach to investing.