Global House View and Investment Perspectives – July 2024

Inview

8 min read

In this publication we consider significant developments in the world's markets, and discuss our key convictions and themes for the coming months.

04 July 2024

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Market insights 17 November 2025

Balancing the end to the US government shutdown with lower rate cut expectations

US stocks had a mixed week, with the S&P 500 and Dow Jones Industrial Average adding 0.1% and 0.3% respectively while the Nasdaq Composite fell 0.5%.

Research Team

2 min read

Market insights 10 November 2025

AI valuation concerns weigh on global equities

US stock markets posted a negative week, driven by a sell-off in technology names.

Research Team

2 min read

Market insights 03 November 2025

Tech stocks drive Wall Street higher

US stocks experienced a mostly positive week, supported by company earnings and signs of progress in US-China trade relations.

Research Team

2 min read