
Insights |
12 March, 2025
Key Shifts in Market Dynamics: A Turning Point for 2025?
Global financial markets are undergoing a fundamental shift, challenging the dominant investment themes that prevailed until early February. At the start of the year, the consensus was that 2025 would be the year of U.S. Exceptionalism—with expectations that the U.S. would lead in economic growth, deal-making, and stock market performance. However, a sharp reversal is […]