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#MacroFriday: Sentiment among investors in US stocks is extremely high

A record-high 56.4% of consumers expect stock prices to increase in the year ahead, while only 21.3% anticipate a decline. Investors have reasons to believe the positive momentum in US equity markets could continue. The pro-business and investor-friendly President Trump inherits a Goldilocks economy characterized by solid economic growth, inflation moving toward its target, and ...

Climate Funds in a Changing Political Landscape

The recent election results in the United States, which led to a Republican majority and the re-election of Donald Trump, have caused significant shifts in markets, particularly in sectors tied to sustainability and the energy transition. Not least because Trump has been quite vocal and negative in his stance towards renewables. Investors in climate funds faced mixed signals: a ...

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