Mark Richards

A rate hike by the US Federal Reserve would more likely represent a reversal of the past year’s “insurance cuts”, rather than the start of a full-blown tightening cycle.

Beyond rate hikes: Where markets may find their next drivers

The current passage of the US budget complicates the US Federal Reserve's outlook. Currently, there is a distinct lack of fiscal discipline on show.

Keep exposure to risk assets modest as structural shift in US policy plays out

China's stock market (above, an electronic board with Shanghai and Shenzhen stock indices,  is driven by policies and sentiment, both of which are supportive of forward returns.

Positioning for 2025: Take advantage of market corrections