US meteorologists see a probability above 90% that the current El Niño becomes very strong, and 69% that it becomes historic. These events bring extreme weather across the globe, potentially disrupting a range of agricultural and industrial commodities and feeding through to inflation.
The risk could be compounded by the collapse in transits through the Strait of Hormuz, which is already disrupting critical production inputs. In such an environment, we believe enhancing portfolio diversification is key, particularly through alternative investments.
Our ability to respond with agility to changing economic and geopolitical conditions enabled us to deliver strong financial results in 2024. The report offers an in-depth look at our financial results, strategic priorities and the progress we have made throughout the year.
The S&P 500 has plunged into correction territory shaken by “Trumpeconomics”. Fears, tariffs, austerity and recession talks are back. Bearish sentiment is at its highest since 2022, with GDP forecasts signaling contraction.
Meanwhile, technicals suggest the market is oversold, with the S&P 500 slipping below its 200-day moving average, an event seen only twice since the bull market began in 2022. Is more downside ahead?
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