Short-duration bonds offer an attractive cash alternative, with yields exceeding current and expected inflation. Their lower sensitivity to interest rate changes positions them to potentially deliver strong total returns in 2025.
Investors remain bullish on US equities, while Europe offers relative value, and diverging macroeconomic conditions are impacting Asia.
President Joe Biden’s administration enacted three policies across 2021 and 2022 which provided a fiscal boost of around $1.5tn, creating incentives for long-term investment
The US market, and economy, continue to outperform investor expectations
The US is home to some of the world’s leading and most innovative companies across a spate of different business sectors
No matter the outcome of November’s presidential election, we believe the US offers a myriad of compelling long-term investment opportunities