Globally, we are witnessing significant shifts that will influence the investment outlook for the upcoming year. The outcome of the US presidential election will have economic, geopolitical, and market implications.
In September, the US Federal Reserve initiated a rate cut, surprising many with a larger-than-expected reduction of 50 basis points. In Asia, Japan is preparing for a change in leadership following its general elections in October, while the economy is undergoing transformations amid corporate reforms.
Overall, the political and macroeconomic policy shifts happening worldwide are supportive of risk assets and are contributing to a broader equity rally on a global scale.
Tune in to the latest episode of our podcast for more insights by Jean Chia, Global Chief Investment Officer at Bank of Singapore.
