The Great Escape for equities

This monthly commentary gives a roundup of global markets and trends.

In this edition:

• Equities are set to outperform bonds, boosted by solid sales and elevated profit margins
• The US equity market rally will broaden beyond AI-led stocks
• UK large caps are favoured over domestics as the global economy is expected to perform better than the UK
• Reasons for a US dollar depreciation and gold appreciation are outlined
• A more favourable environment for gilts is predicted as inflation continues to decelerate