Monthly Investment Insights
What does the investment landscape look like, what are the key issues facing investors, how are they expected to be resolved and what asset classes are best positioned?
November 2024
Market Assessment
Key developments
- The US presidential election remains a major focus with an outcome too close to predict
- US consumer resilience persists, with strong retail sales and service activity, while the labour market is slowing only modestly
- China’s authorities announce more stimulus, but the scale has fallen short of market expectations so far
Monthly Key Points: November 2024
Video, 04:47 min
A short monthly video that gives our take on the three most important developments from an economic & market perspective and is designed to support our Investment Insights publication.
Watch the video in: German, French, Spanish (Mexico), Portuguese (Portugal), Portuguese (Brazil)
Archive
- November 2024 | Volatility set to persist with the US election now in focus
- October 2024 | The Fed arrives to the party fashionably late
- September 2024 | Risk assets experience a roller coaster ride
- August 2024 | Investors flock from tech to financials and small caps
- July 2024 | Rest and refuel
- June 2024 | High Yield to lag stocks as refinancing poses risks
- May 2024 | The stock market’s decoupling from rate expectations carries risks
- April 2024 | More policy rate cuts are expected in H2, supporting equity markets
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