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Market comments

Market comments

Comments on France

Matthieu de Clermont, CIO Insurance & Regulatory Strategies, AllianzGI. The French parliament voted on Wednesday night to oust Prime Minister Michel Barnier over his proposed budget. Barnier’s resignation this morning follows snap parliamentary elections in July, which resulted in a hung parliament with no party…
EFI
06 December 2024
Market comments

US equities: the best is yet to come

Seasonality and positioning are still favourable for US equities and argue in favour of a year-end rally. Christopher Dembik, Senior Investment Strategy Adviser, Pictet Asset Management. Seasonality is historically good. The median return on the S&P 500 over the last two months of the year has…
EFI
05 December 2024