Share article
Quarterly Investment Update
RESILIENCE UNDER PRESSURE
At the start of the year, the foundations for financial markets appeared supportive.
Interest rates were falling, fiscal policy was stimulating economic activity, investment in Artificial Intelligence (AI) continued to accelerate and, after nearly three years of recession-like conditions, manufacturing and industrial activity finally showed signs of recovery. The prospect of US midterm elections later in the year offered a further incentive for the Trump administration to sustain economic momentum.
Much has since gone wrong.
Read the full review below:
