
Why I am overweight in US assets
The US economy continues to surge ahead, driven by AI investments, resilient corporate growth, and strategic monetary policy.
The US economy continues to surge ahead, driven by AI investments, resilient corporate growth, and strategic monetary policy.
DeepSeek’s new AI has sent shockwaves through stock markets. Schroders shares insights on how this shift may alter chip demand and influence technology giants.
Donald Trump’s tariff threats shook global markets in 2018 and 2019, leaving investors grappling with volatility and uncertainty. Here are the lessons for investors as an unpredictable economic climate looms.
Investors should prioritise risk management by regularly re-evaluating their portfolios, rather than chasing high-growth investments driven by market euphoria.
The US economy is giving off mixed signals, and the big question is whether it will slip into a recession or manage a soft landing.