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The global equity markets have been strong in 2024 with the S&P 500 up by over 15% from the beginning of the year, driven by a strong performance by US tech stocks. There are early signs of the performance broadening out to other sectors in the US as earnings are expected to hold up well during the second quarter. With interest rates expected to come down by the end of the year and into 2025, the overall macro environment is benign for global investors. Against this backdrop, we are delighted to offer our latest perspectives to help global banks and asset managers drive innovation and profitable growth.
Ramesh Punugu, Head – Buy-side Investment Research
Mohit Mittal, Head - Sell Side Research & Operations
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Fresh and unique:
Hand-picked content carefully curated for you
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Fixed Income Outlook 2024
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The recent shift in the Fed's policy stance has sparked excitement in credit markets, but fixed-income assets may not be as attractive as they seem.
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Drowning hopes of lower Treasury yields amid the approaching supply “tsunami”
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Navigating through Indian markets under the coalition government
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Wondering why the US Treasury yields are dropping? Dive into our latest blog to uncover the reasons behind the approaching supply tsunami and its impact on the market.
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Learn about navigating the Indian markets under a coalition government. Dive into the complexities and nuances of the Indian political landscape and gain valuable insights for your investment decisions.
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1Q24 earnings wrap: S&P 500 scales record high as earnings season set to be best in two years
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RBI’s dividend bonanza strengthens India’s fiscal outlook
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The S&P 500 has reached a record high in Q1 earnings, indicating a strong start to the year for the stock market. Learn more about this milestone and how it could impact your investments.
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The RBI's dividend boost is set to give the economy a much-needed lift. Learn more about this development and how it could impact the market.
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The US’ shorter trade-settlement cycle
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Navigating the 2024 outlook for GCC equities
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Learn how the T+1 settlement cycle will affect existing pre- and post-trade processes and why it is essential for industry players to be ready for the change.
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The GCC economy, set for a strong 2024 with its favourable demographics, robust government spending, positive sentiment and growing job market, is steadily becoming one of the most desirable regions for investment.
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In the news
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Acuity Knowledge Partners Presents Cutting-Edge AI Research for Financial Analysis at AAAI-2024 Conference
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Acuity Knowledge Partners recognised as a “Gold Employer” by the CFA Institute & CFA Society
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Lower volatility dents global banks’ FICC business in Q1
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Retail investors to stay cautious, focus on valuation and assess the debt and profitability ratios before investing
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India could be a preferred destination for talent, especially for financial services sector
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T+0 Settlement: One More Step Towards Global Standards
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Research Offerings
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Fixed Income and Credit Research
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Equity Research
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Fixed income and credit research solutions tailored meet organisational objectives and provide actionable deliverables.
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Customised equity research services that combine fundamental research with alternate data, ESG and technology-driven insights
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ABOUT ACUITY KNOWLEDGE PARTNERS
Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,000 analysts and industry experts, combined with proprietary technology, supports more than 500 financial institutions and consulting companies to operate more efficiently and unlock their human capital, driving revenue higher and transforming operations. Acuity is headquartered in London and operates from 10 locations worldwide.
Acuity was established as a separate business from Moody’s Corporation in 2019, following its acquisition by Equistone Partners Europe (Equistone). In January 2023, funds advised by global private equity firm Permira acquired a majority stake in the business from Equistone, which remains invested as a minority shareholder.
For more information, please visit
https://www.acuitykp.com/about-us/
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contact@acuitykp.com
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