Global equity markets are rallying thanks to the buoyant US economy, which is being driven by stealth stimuli such as record immigration and increased demand for goods and services. But how long is this set to last and what are the risks for investors?

<description>&lt;p&gt;Global equity markets are rallying thanks to the buoyant US economy, which is being driven by stealth stimuli such as record immigration and increased demand for goods and services. But how long is this set to last and what are the risks for investors?&lt;/p&gt;
</description>

Global equity markets are rallying thanks to the buoyant US economy, which is being driven by stealth stimuli such as record immigration and increased demand for goods and services. But how long is this set to last and what are the risks for investors?

Why is the US driving the global equity market rally?

Diversifying portfolios has never been so vital as conflict in the Middle East escalates and spreads. We also consider the performance of the energy sector and gold

<description>&lt;p&gt;Diversifying portfolios has never been so vital as conflict in the Middle East escalates and spreads. We also consider the performance of the energy sector and gold&lt;/p&gt;
</description>

Diversifying portfolios has never been so vital as conflict in the Middle East escalates and spreads. We also consider the performance of the energy sector and gold

Diversifying the diversifiers amid geopolitical tensions

Global markets are broadening out now and as equity values rise this wealth is helping to generate economic stimulus in several ways, which we explore here.

<description>&lt;p&gt;Global markets are broadening out now and as equity values rise this wealth is helping to generate economic stimulus in several ways, which we explore here.&lt;/p&gt;
</description>

Global markets are broadening out now and as equity values rise this wealth is helping to generate economic stimulus in several ways, which we explore here.

Why are markets breaking out and broadening?

Global economic growth has been resilient while inflation has been slowing. We look at the reasons for this and why central banks are under pressure to balance growth and inflation.

<description>&lt;p&gt;Global economic growth has been resilient while inflation has been slowing. We look at the reasons for this and why central banks are under pressure to balance growth and inflation.&lt;/p&gt;
</description>

Global economic growth has been resilient while inflation has been slowing. We look at the reasons for this and why central banks are under pressure to balance growth and inflation.

Why is global economic growth so resilient?

In 2024, voters will go to the polls in a record 77 countries. We explore how they will impact economies and stock markets. We also consider how supply chains and shipping routes are affected following Houthi attacks on shipping in the Red Sea.

<description>&lt;p&gt;In 2024, voters will go to the polls in a record 77 countries. We explore how they will impact economies and stock markets. We also consider how supply chains and shipping routes are affected following Houthi attacks on shipping in the Red Sea.&lt;/p&gt;
</description>

In 2024, voters will go to the polls in a record 77 countries. We explore how they will impact economies and stock markets. We also consider how supply chains and shipping routes are affected following Houthi attacks on shipping in the Red Sea.

Will elections in 2024 impact your investments

Keep up to date with the latest in global markets by joining the investment team at Evelyn Partners as they discuss key events and share their insights into the big themes and topics of the moment.

The Evelyn Partners Investment Podcast

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