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Over the past several months, we have highlighted that elevated valuations and aggressive earnings estimates across segments of equity markets represented a key risk to our outlook, particularly in an environment characterized by persistent geopolitical and trade-related uncertainty. […]
Research Insights Webinar – February 2025 […]
Global equity markets began the year on a positive note, with major indices advancing despite intermittent volatility. […]
The global economy proved more resilient than many had anticipated over the past year. Entering 2025, consensus expectations for growth were tempered by lingering recession concerns, tariff-related uncertainty, and ongoing geopolitical tensions. […]