• 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
EZ investor confidence

 

11 Jul

US CPI
Bank of Korea policy

 

12 Jul

US consumer sentiment
India CPI

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