- Both economic growth and inflation have been resilient in the US. This has reduced the hopes for rapid Fed rate cuts – a major factor underlying the currently elevated yields in fixed income markets
- As spreads have narrowed significantly on US investment grade bonds, the high yield category seems more attractive in terms of income
- The first phase of AI excitement has primarily benefitted semiconductors and mega-cap US tech stocks. Analysts expect biotechnology, cybersecurity, and robotics & automation companies to rally next
- In the next twelve months, analysts have a positive view on the US and Japanese equities. In S&P 500, analysts expect materials, financials, and energy stocks to outperform the index
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