In this episode, the Data Assets & Alpha Group review recent U.S. equity strength and discuss the potential for a further rally into year-end. They discuss implications of the U.S. elections, recent macro and micro data and sectors which look to offer better risk / reward. They also discuss the relative underperformance of European equities and the risk / reward in China. Andrew Tyler, head of Global Market Intelligence, and Federico Manicardi, head of International Market Intelligence, are in discussion with Eloise Go...
In this episode, the Data Assets & Alpha Group review recent U.S. equity strength and discuss the potential for a further rally into year-end. They discuss implications of the U.S. elections, recent macro and micro data and sectors which look to offer better risk / reward. They also discuss the relative underperformance of European equities and the risk / reward in China. Andrew Tyler, head of Global Market Intelligence, and Federico Manicardi, head of International Market Intelligence, are in discussion with Eloise Goulder, head of the Global Data Assets & Alpha Group.
Note that this discussion follows episodes released on:
- July ’24 – US Equities at All-Time Highs
- Jun ’24 – An Underperformance in European Equities
This episode was recorded on November 19, 2024.
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