Key considerations for global equities beyond the US election

As the 2024 US elections approach, markets are focused on potential policy shifts. Beyond the political landscape, several factors are poised to influence global equities in 2025. Major investment trends, including artificial intelligence and GLP-1s, combined with China’s economic policies and broadening market returns, present opportunities for investors. At the same time, the challenge of navigating fundamental changes in supply chains and economic strategies will require active management. Investors will need to carefully assess these dynamics to identify companies with improving economic...