Summary
- 18 of the 23 biggest Equity markets have hit all time highs in the first half of this year.
- A resilient economic outlook and expectations of rate cuts should support a broadening of the rally.
- Emerging markets and global companies outside the expensive mega caps may be in favour later in the year.
Actionable ideas
- Global equities
Global divergences and improving economic outlooks may present opportunities in regions such as Europe, Asia and emerging markets.
- Multi asset
Investors could potentially explore multi asset investment strategies that combine attractive bond yields with exposure to the potential upside in global equity markets.
Key Dates
8 Jul Japan trade balance |
11 Jul US CPI |
12 Jul US consumer sentiment |