In this episode, the Data Assets & Alpha Group review recent U.S. equity strength and discuss the potential for a further rally into year-end.  They discuss implications of the U.S. elections, recent macro and micro data and sectors which look to offer better risk / reward.  They also discuss the relative underperformance of European equities and the risk / reward in China.  Andrew Tyler, head of Global Market Intelligence, and Federico Manicardi, head of International Market Intelligence, are in discussion with Eloise Goulder, head of the Global Data Assets & Alpha Group.

Note that this discussion follows episodes released on:

• July ’24 – US Equities at All-Time Highs
• Jun ’24 – An Underperformance in European Equities

This episode was recorded on November 19, 2024.

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