Tuesday 30 January 2024
The intensification of attacks against cargo ships in the Red Sea has led the majority of large shipping companies to suspend transit through the Suez canal. This mostly impacts Asia-Europe trade flows.
The AI impact will vary across sectors, with AI winners likely to possess a competitive advantage and the resources to invest in AI technologies.
Mega-cap companies in the US have had a strong performance this year, further increasing market concentration.
Geopolitics will be increasingly relevant for investors as we enter the hottest phase of US elections.
