Some thoughts on stock market valuation
Stock valuations reflect uncertainty, but most indicators are less extreme than in past bubbles. Reasonable ratios and rate cuts could set up a year-end rally.
News BLP House View
Our House View offers insights into the influence of global economic trends on asset allocation and investment strategy. Based on our expert analysis of financial markets and macroeconomic developments, our outlook offers clarity for navigating today's complex investment landscape.
Shutdown again—for the markets no drain
Despite a new government shutdown, markets remain unfazed as AI-driven growth and massive equity inflows overshadow political disruptions.
France’s fading glamour
US markets cheered Fed cuts, while France faces debt, protests, and a downgrade. Eurozone risks grow, making the euro a caution zone for investors.