Recession fears are fading, but inflation concerns have resurfaced as consumer price index expectations have steadily risen since the beginning of the year.
From improved credit quality to deeper capital markets, as well as the surprisingly defensive characteristics, there is enough to make the case for a structural allocation to emerging market fixed income....
Technology stocks have had a fantastic run - but valuations are still looking reasonable when you consider the prospects in artificial intelligence, the memory market and semi conductors.
There are signs of optimism in industrials, artificial intelligence is having an impact beyond tech companies, and EVs could still be a viable investment.