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Global assets under management are projected to surge from $846.1 billion in 2025 to $9.6 trillion by 2035. This growth potential is set against a backdrop of severe macroeconomic, geopolitical, and technological disruption.
July was a month in which the tape told two stories simultaneously. At the index level, the S&P 500 finished marginally lower and its forward multiple compressed from 20.6x to 19.7x.
From 28 July to 3 August, 176 S&P 500 companies, including 9 Dow Jones components (Amazon, Apple, Boeing, Chevron, Microsoft, Procter & Gamble, Coca-Cola, Sherwin-Williams and Visa) reported earnings.
The dollar was, prior to the Fed decision on 29 July, showing resilient strength and staying near one-month highs on a hawkish Federal Reserve outlook.
From 7 July to 13 July, 93 S&P 500 companies, including 5 Dow Jones components (3M, Alphabet, IBM, Honeywell and American Express) reported earnings.
From 7 July to 13 July, 34 S&P 500 companies, including 6 Dow Jones components (JP Morgan, Goldman Sachs, Boeing, Johnson & Johnson, UnitedHealth Group and Travelers) reported earnings.
From 7 July to 13 July, 2 S&P 500 companies reported earnings. Both prints landed on broadly constructive notes, though each included a caveat investors should keep in mind in the months ahead.
Q2 earnings season opens quietly this week. Delta, by long-standing convention, unofficially rings the bell on the season on Friday.
The guy just got $70bn of funny money to play with to get us to space.
The AI buildout is no longer an abstract software story, but a capital‐intensive story that is reshaping bond markets, power grids and equity leadership across the cycle.
The dollar has risen by +2.66% MTD in June as the Fed has taken on a more hawkish tone under the leadership of its new chair, Kevin Warsh.
