Super funds have been able to earn “enormously good returns” from strong economic tailwinds and a calm geopolitical backdrop, but that period of stability is now at an end, and they’ll have to adapt to a more uncertain world.
The boondoggle about superannuation marketing spend is mostly theatre, and does nothing to answer the question of what is really in members’ best financial interests.
Home / Deeper Thought / 2024 US elections: Macro, geopolitical and investment perspectives
2024 US elections: Macro, geopolitical and investment perspectives
US political shifts are set to shape market sentiment, with Amundi predicting significant moves in equities, emerging markets and inflation as tax and policy changes take effect.”.
It’s all about confidence, says leading European asset manager Amundi, which expects multi-speed growth in the second half of 2024 marked by slow and uneven disinflationary trends and diverging dynamics.
Emerging markets are now outpacing developed nations in growth and credit quality, but Franklin Templeton’s fixed income team says investors should conduct thorough risk assessments for these promising opportunities.