Highlights from our latest issue:
Investor sentiment remains buoyant, shrugging off gyrations associated with the partial failure of a major AI-related hedge fund.
The rapid build-out of AI infrastructure looks set to continue to buoy corporate earnings growth.
Value indicators are stretched but while credit spreads are contained and liquidity available, they’re unlikely to prove a constraint.
Political and fiscal challenges have failed to prevent the FTSE100 index from rallying.
The DAX40 benefitted from improved global investor sentiment over the past month but earnings growth expectations appear optimistic and valuation stretched.
This report has been prepared by Redward Associates Ltd and is for general information purposes only. This report was not prepared in accordance with any jurisdictional disclosure requirements relating to research reports. Please see the full disclaimer in the index monthly report.