Global equities maintain record highs ahead of US jobs data. Markets anticipate potential Fed rate cuts. Emerging market equities benefit from soft US economic data. UK Labour Party projected to win big, impacting Conservative performance. France prepares for final round of parliamentary elections.
Mark Matthews sees risk of 20% market correction in 2025, warns valuations are high
We have not reduced our own risk in our portfolios. But we are suspecting that at some point this year, there will be a reason