Investment Outlooks Changing of the Guard: Investing Implications for 2025 and Beyond Outlook 2025 Updated: 29th December, 2024 Markets remain in late-stage cycle where global economic paths…64 NorthwestJanuary 8, 2025
Investment Outlooks The End of the Bond Bear Market Provides Breathing Room for Equities in 2024 EXECUTIVE SUMMARY Asset Allocation and Macro Backdrop: In 2024, we anticipate a shift in the…64 NorthwestDecember 19, 2023
Investment Outlooks Economic Resilience: Challenging our Thesis Our analysis for 2023 centered on preserving capital and enhancing portfolio robustness against inflation-driven challenges.…64NW StaffSeptember 15, 2023
Investment Outlooks Patience is a Virtue: Revisiting our 2023 Outlook and Navigating Opportunities for the Year In this Market Briefing Note we aim to provide an update to our 2023 annual…64 NorthwestJune 29, 2023
Investment Outlooks Moderating Inflation Favours Income over Equities Moderating inflation, slowing consumer demand, weaker US profit margins, compressed equity risk premium, led to…64NW StaffFebruary 16, 2023