The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.
Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.
To say it’s been a testing time for markets and investors is an understatement. Amid what can be confusing and rapidly shifting market dynamics, we give our thoughts on four key questions on investors’ minds.
