INSIGHTS & NEWS
Q4 2024 BIM Review
4Q24 |SECOND TERM FOR TRUMP OFFERS ANXIETY AND OPPORTUNITY
| INVESTMENT ENVIRONMENT | EQUITY MARKETS | FIXED INCOME MARKETS |
| Expecting more headline volatility and return prospects should improve if U.S. trade policy moderates versus the current hostile rhetoric. |
U.S. equities reacted more favourably to Trump’s election victory and policy agenda than did other regional exchanges. | Central bank easing expected to continue albeit at a more moderate pace than last year. |
