| Global Multi-Asset Macro Musings • 05-Mar-2025 | |
2025 - A Pivotal Year
Cyril Moulle-Berteaux
Extrapolation of fundamental trends has resulted in extreme overvaluation, overoptimism and overownership of many assets, most particularly U.S. assets. As such, investors should consider non-U.S. stocks denominated in non-US currencies as well as Value and small cap stocks in the U.S. and abroad. Cyril Moulle-Berteaux explains.
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| Annual • 11-Dec-2024 | |
The BEAT - Outlook for 2025
Portfolio Solutions Group
The investment environment to start the new year is quite interesting. The Portfolio Solutions Group looks at five key themes going into 2025.
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