Market Synopsis – January 2025

Market Synopsis – January 2025

An out of consensus outlook for 2025 At present, the consensus outlook of the investment community is for the S&P 500 to rise a further 10% in 2025, ending the year between 6,500 and 6,800 – see Figure 1. In our view, the global economy is already skating on thin...
Market Synopsis – December 2024

Market Synopsis – December 2024

What a Trump presidency could mean for financial markets Eight years ago, there was widespread uncertainty as the recently elected Donald Trump began serving his first term as the president of the United States (“US”). Little was known about if and how he would...