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By Bérenger VIDAL de La BLACHE, Managing Director | Financial Intermediaries Institutions | Luxembourg, Belgium France, Capital Group
Clear tailwinds are gathering behind equity markets, providing an upbeat outlook for stocks in 2025. The US economy remains strong, boosted by healthy labour markets, surging business investment and strong profit growth. The US Federal Reserve (Fed) and other major central banks have initiated an interest rate cutting cycle, providing an additional tailwind for financial assets.
Against this backdrop, markets enter 2025 amid a post-election rally in the US, as investors focus on business-friendly initiatives of the incoming Trump administration. And while advances in artificial...
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