🌍 A World Trying to Be Patient
Gary Dugan shares his view:
While Q1 economic data came in stronger than expected in some regions, investor confidence has started to slip. Surveys show declining sentiment, especially in the US, where growth forecasts have been revised down and inflation expectations are rising.
📉 In his GCIO insights,
• The US remains difficult to call, with trade policy still unclear and many companies withholding earnings guidance.
• Europe is relatively more attractive, with falling inflation, the ECB has room to cut rates and support growth, especially in bonds.
• China and Japan offer opportunities, but require active management to navigate volatility and reform.
• India stands out for its resilience, strong fundamentals, and policy stability , and remains a key overweight in the outlook.
📊 As markets await clarity on trade, we believe it’s time for relative judgment, not absolute conviction.
Being selective and disciplined — that’s how patient investors can stay positioned for opportunity.
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