Guinness Global Investors uses RBC Brewin Dolphin as an investment adviser for the Multi Asset Fund range
Watch Now
Janet Mui, head of market analysis, presents three key factors supporting market resilience despite continued tensions in the Middle East and cooler economic data.
Key Highlights
Cooling data provides breathing room:
Signs of slower economic momentum reduced pressure on the Federal Reserve to immediately raise interest rates.
Markets are learning to live with geopolitical risk:
Despite continuous tension between the U.S. and Iran and disruption to The Strait of Hormuz, the S&P 500 reached fresh highs.
Strong profits are supporting the bull market:
An exceptional U.S. earnings season and growing evidence of AI monetisation are helping broaden the equity rally beyond a handful of technology leaders.
