This month we discuss the strong rally in equity markets, the ongoing US government shutdown, global political developments, and a cautious outlook.
In this article, we review how our 'Top 10 market Themes of 2025' have performed during the year in a rapidly changing political, geostrategic, financial and economic environment.
This month we discuss the strong rally in equity markets, the ongoing US government shutdown, global political developments, and a cautious outlook.