The developments over recent months present a compelling narrative of potential transformation in the European financial landscape. While challenges persist, recent policy shifts, investments, and market recoveries signal a newfound resilience and optimism in the EU's economic prospects.
FTSE Russell
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Despite economic setbacks during the Great Recession and Covid-19, South Africa is poised to almost double its growth in 2025 and 2026. Financial reforms, lower rates and inflation are expected to foster an environment of stronger consumer spending.
Three pivotal events mark shifts in market sentiment over the four months since November 2024—the US election outcome, the Fed’s December policy meeting and the February 2025 release of a key US consumer sentiment survey.
At the start of 2025, we expect to see a continued dynamic evolution in the sustainable investment market. The regulatory landscape is evolving, with the review and development of both sustainable investment and ‘real economy’ regulations across multiple global regions.
While domestic macro challenges and external geopolitical uncertainties remain unsettled, market optimism has clearly risen on the back of Chinese AI developments. As the February rally wasn’t a broad-based one, fundamental research on the industry and sector level would be important for investors interested in the Chinese equity market.
The potentially unprecedented scale of the destruction from the California wildfires has investors worried about the possible medium- and longer-term impact on municipal and corporate debt issuers.
As fraud continues to evolve, businesses must adopt a comprehensive, multi-layered approach that spans the entire customer and supplier lifecycle, integrating AI, big data, and continuous monitoring to effectively combat emerging threats.
When data leads to big decisions, customers need peace of mind to track where data is coming from and ensure that it is secure, reliable and able to meet regulatory and compliance standards.
The gap between the ESG performance of Japanese and European companies (as measured by the FTSE Russell ESG Score) seems to have narrowed,
While the NGEU funding provides significant fiscal boost to the Euro area economy, the impact diverges between EU nations.
With the market becoming increasingly mature, investors are engaging with sustainable investment on its own terms.