Trump policies support stocks but high valuations and yields pose risks
Deficit cuts risk downturn, suggesting fiscal dominance will persist
Damian and CIO Paul O’Neill review 2024 markets and outline their investment outlook for 2025
Roger Hirst asks Dr Paul Jordan if shifting flows and M&A signal a bottoming UK…
Rising US bond yields could challenge risk assets in 2025
Sustainable investing still offers strong long‑term potential despite hostile politics and weak near‑term sentiment
Dollar strength after Trump win may fade as policy and liquidity shift emerge
Credit spreads tighten as investor complacency rises despite slowing growth
