Michael Msika

1 week ago | bloomberg.com | Michael Msika

(Bloomberg) -- Global stocks will beat US equities over the next five years, according to Bank of America Corp.’s latest fund manager survey, adding evidence that investors increasingly see America’s market dominance as coming to an end. Some 54% of asset managers expect international stocks to be the top asset class, while 23% picked US stocks, according to the survey. Only 13% said gold will deliver top returns, and 5% are betting on bonds.

1 week ago | bloomberg.com | Julien Ponthus |Michael Msika

A Amundi aposta na Europa e nos mercados emergentes, e se prepara para ainda mais volatilidade devido aos decretos fiscais e comerciais da Casa Branca. A maior gestora de ativos da Europa afirmou que sua postura é “levemente pró-risco” e recomendou que os investidores considerem o hedge contra a inflação e as oscilações cambiais. A Amundi espera que o crescimento econômico dos Estados Unidos desacelere acentuadamente para 1,6% em 2025-2026.

1 week ago | bloomberg.com | Julien Ponthus |Michael Msika

The Euronext stock exchange. Photographer: Nathan Laine/Bloomberg(Bloomberg) -- Amundi SA is betting on Europe and emerging-markets and is bracing for even more volatility due to tax and trade edicts from the White House. Europe’s largest asset manager said its stance is “mildly pro-risk” and recommended investors consider hedging against inflation and foreign exchange swings. Amundi expects US economic growth to slow sharply to 1.6% in 2025-2026.

1 week ago | bloomberglinea.com | Michael Msika |Michael Nagle

Bloomberg — Los hogares de Estados Unidos proporcionarán un respaldo clave al mercado de valores a través de la cada vez mayor influencia de sus ahorros para la jubilación, según los estrategas de Goldman Sachs Group Inc. (GS). Según el equipo dirigido por David Kostin, los hogares de EE.UU. adquirirán directamente acciones estadounidenses por valor de US$425.000 millones en 2025, solo por detrás de las empresas, con US$675.000 millones, como fuente de demanda de renta variable.

1 week ago | bloomberg.com | Michael Msika

Source: Goldman Sachs(Bloomberg) -- US households will provide key support for the stock market through the growing influence of their retirement savings, according to Goldman Sachs Group Inc. strategists. The team led by David Kostin expect American households to directly purchase $425 billion worth of US equities this year, trailing only corporates at $675 billion as a source of demand for stocks.