Markets and investing

We understand navigating the world of finance can be complex. Our goal is to provide valuable insights and to help you stay informed on the financial matters that mean most to you.

 

Counterpoint Outlook 2025: New horizons
As we turn the page on 2024, one thing is clear: the world we invest in continues to evolve. The past year defied expectations, surprising us with economic resilience even as markets braced for turbulence. So, what did we learn, and how can we better prepare for what 2025 might bring?
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Our latest markets and investing insights

New horizons
03 December 2024

New horizons

Market Insights
As we turn the page on 2024, one thing is clear: the world we invest in continues to evolve. The past year defied expectations, surprising us with economic resilience even as markets braced for turbulence. So, what did we learn, and how can we better prepare for what 2025 might bring?
Preparing for the unpredictable
14 November 2024

Preparing for the unpredictable

House Views
November is the time of the year when, together with the Investment Committee, I start preparing for our year-ahead market outlook. But, to tell you the truth, we do this continuously: as new research comes in and events unfold, we keep refining our market outlook, day in and day out.
US elections: a pivotal moment
06 November 2024

US elections: a pivotal moment

Market Insights
While the US presidential election outcome isn’t confirmed yet, Donald Trump is in the lead at the time of writing. With three swing states – Pennsylvania, North Carolina and Georgia – already called for Trump by the US media, he’s also slightly in the lead in the remaining four key states of Michigan, Wisconsin, Nevada and Arizona.
2024: The Mother of All Election Years
25 October 2024

2024: The Mother of All Election Years

Market Insights
In 2024, a monumental event is unfolding as 4 billion people across 74 countries cast their votes at national, regional, and local levels. Among these, the US Presidential, Senate, and Congress elections on November 5 are poised to be the most market-moving.
Giving credit where it’s due
15 October 2024

Giving credit where it’s due

Market Insights
The past few weeks have been quite volatile. First, tensions in the Middle East continued to grab the headlines, pushing oil prices higher. Second, US job growth, services activity and inflation came in higher than expected, leading to markets expecting smaller, more gradual US Federal Reserve (Fed) rate cuts.
Navigating market volatility
09 September 2024

Navigating market volatility

Market Insights
The adage “sell in May and go away”, referring to the historically weaker performance of stocks from May to October compared with the other half of the year, didn’t disappoint this time around, too.
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