The Business Times

Mark Richards

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

In view of the macroeconomic environment, analysts have begun to lower corporate earnings forecasts for major stock markets

China's stock market is driven by policies and sentiment, both of which are supportive of forward returns.

Positioning for 2025: Take advantage of market corrections

Volatility will be the name of the game this year, so investors will need to be nimble with asset allocation

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