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New market commentary from Amundi has confirmed the path forward and away from such tight economic policy is already underway. https://lnkd.in/gk5myr-S #amundi #amundiassetmanagement #centralbanks #china #europe #fundsmanagement #inflation #investment #markets #usequities

Sharing his latest outlook and analysis with us, Charles Walsh, manager of Mirabaud Group – Equities Global Emerging Markets, explains in the following update why he’s in a positive frame of mind, seeing the recent Fed cut as the start of a new rate-cutting cycle which should support EM equities going forwards. #ReemergingMarkets

The expected rate cuts in the US will continue to benefit Hong Kong equities, as a large part of the territory’s sectors are interest-rate sensitive, including property, REITs, telecom, and utilities. However, investor sentiment toward Chinese equities remains lukewarm, given the country’s weak economic outlook. Southeast Asia will also benefit from the Fed rate cuts, and the region’s good earnings momentum has supported its equity performance. However, the rally’s momentum is diminishing amid the increasing volatility in the US market and its softer economic data. Meanwhile, investors have dialed back on their optimistic outlook on AI themes. We expect markets to continue to adjust their expectations in this space. Access our latest multi-asset views here: https://bit.ly/4e5c5xG Follow us on LinkedIn and get the latest news and investment insights. ----------------------------------------------------------------------- 💡 Know more about Value Partners: bit.ly/3AIa8FX 🔎 Facebook: bit.ly/3mjfFLB  🔎 YouTube: bit.ly/valuepartners4236 🔎 Subscribe to our e-newsletter: bit.ly/3AGDDI6 #valuepartners #mutualfunds #investments #assetmanagement #wealthmanagement - Investment involves risk. The above information is for reference only. It does not constitute an offer or an invitation to subscribe any securities, or a recommendation in relation to any securities.

According to abrdn's latest House View, the economic landscape is shifting, but there are still plenty of opportunities for savvy investors. With inflation pressures expected to moderate and interest rates likely to come down, abrdn's experts are eyeing emerging markets, European equities, and innovative themes like AI and electrification. Learn more about these insights and how they could impact your portfolio: https://lnkd.in/g_p3scMJ #MarketInsights #InvestmentOpportunities #InsuranceAUM

"October 2024 unfolded as a classic market balancing act, with investors caught between optimism and caution on the high wire of economic and geopolitical uncertainty. Equity markets globally were pulled in different directions, with the US showing a surprising level of resilience, while other regions struggled to keep pace." Read the full market commentary: https://lnkd.in/dhxC4H_H

The IMF forecasts that Emerging Markets will grow by an impressive 4.3% in 2025, while Advanced Economies (G7) are set to grow by a modest 1.8%. Faster growth often brings investment opportunities, but it also comes with unique risks—currency fluctuations, geopolitical factors, and higher volatility. However, the potential for higher returns could make these markets a valuable addition to your portfolio, especially for long-term investors seeking diversification. Investing in Emerging Markets isn’t one-size-fits-all. Please consider talking to a financial advisor to evaluate whether international investments align with your financial goals and risk tolerance. A well-planned strategy could help you harness global growth while managing potential downsides. Disclosure: Opinions expressed in third-party links may not reflect the opinions of Keybase Financial Group Inc. and are provided for educational purposes only. Please contact a Keybase Financial Advisor for investment advice at 905-709-7911 or toll free at 1-888-539-4246. #Investing #InvestmentStrategy #WealthManagement #MutualFunds

Aldrich Wealth’s Nicole Rice, Partner + Chief Growth Officer, and Darin Richards, Partner + Chief Investment Officer, discuss Q2 market performance and what to anticipate in the second half of 2024. Click the link below to gain a deeper understanding of how: -US stocks gained on the quarter due to falling inflation, a cooling labor market, and strong earnings growth. -International stocks were mixed in Q2 – the European Central Bank (ECB) cut interest rates by 25 bps, developed markets ticked down in dollar-denominated terms, but emerging markets gained amid strong economic growth. -Bond yields rose slightly as the Federal Reserve (Fed) noted the need for additional cooling in the economy before the rate cutting cycle begins, though still penciled in a rate cut this year. https://lnkd.in/g2Qd9C_i #InvestmentOutlook #FinancialInsights #Q2Analysis #Aldrich Wealth

Emerging markets (EM) investors must simultaneously wear two hats: that of a bottom-up equities analyst seeking to identify the innovative private-sector companies that will likely drive these regions' future economic growth, and that of a keen observer of a country's macro policy, as this realm considerably affects the business environment and, thus, investment returns #CapitalAtRisk #ForProfessionalsOnly #MarketingCommunication

If you are interested in our thoughts on the market and a summary of the past quarter, check out Darin Richards's thoughts on the market.

👇 If we look outside the US equity market valuations to global equity market sectors, we still seem to arrive at the same conclusion. Global equities are quite clearly overpriced relative to history. The MSCI World (All Country) Index is currently trading at 21.2x earnings with a 10YR median earnings multiple of 18.0x. This represents an 18% premium market participants are paying today relative to the 10YR average. If we’re to look at a more extreme example, Information Technology is currently trading at 38.9x earnings. The 10YR median P/E for the IT sector is just 22.9x. That translates to market participants paying an astonishing 70% premium today relative to the 10YR historic average. History has repeatedly taught us what happens to overpriced markets met with economic disappointment. They go down hard. Assuming history repeats and we observe economic disappointment, I don’t see any reason why we should expect something different. Time will tell. Sources: OVOM Research, Bloomberg #Research #Economy #Markets #Macro #Equities