Equities

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Equities Focus

Why we expect the S&P 500 to thrive in 2025

Capital Economics has been named most accurate forecaster of major global stock indices, including the S&P 500, for a second year running by LSEG Data & Analytics. In this Focus, we explain why we are...

10th January 2025 19 mins read

Asset Allocation Update

The AI rally has broadened

Investors’ enthusiasm for AI appears to have supported an increasingly broad set of equities of late, even if much of the associated rise in market capitalisation remains concentrated in a few of the...

10th December 2024 5 mins read

Equities Focus

Is a bubble in India’s stock market deflating?

India’s stock market has had such a good few years that it started to raise concerns about whether it was in a “bubble”. And as it’s come under pressure recently, some have speculated that the bubble...

26th November 2024 13 mins read

Asset Allocation Chart Pack

Interactive Markets Chart Pack

This new interactive Markets Chart Pack combines our previous Global Markets, Asset Allocation, and FX Markets Chart Packs to give you a more comprehensive and timely view of the latest developments...

9th December 2024 1 min read

AI-boost in the US; drag from trade war elsewhere

We think equities in the US will keep making strong gains due to growing enthusiasm about AI. But we are less upbeat about the outlook for non-US stock markets, as we expect that a trade war will start, deteriorating economic prospects and risk sentiment in the rest of the world.