The Business Times

Daniel Morris

Assuming there is no recession, the Fed's rate-cutting cycle should continue to benefit risk assets.

Diversification strategy solves investment dilemma

For all the high valuations and macro risks, investors seem generally optimistic, or at least feel the need to stay in the...

If the Fed’s policies are to align with US President Donald Trump’s wishes, interest rates could fall further, while inflation and term premiums could rise.

US soft landing expected: Will interest rate cuts further stimulate the market rally?

The stock market outlook remains attractive, with US technology, emerging markets and Japanese stocks showing promise

The outperformance of Broad Tech, which includes broadline retail, movies and entertainment, has accelerated with the advent of the AI revolution.

Why technology retains its dominance in investments

AI has added zing to the outperformance of Broad Tech stocks, which are less hit by the trade war because their export...

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