Global economic growth remained resilient, supported by capital expenditure, while consumers faced pressure from higher interest rates and energy prices.
Inflation remained elevated and stickier than expected, prompting tighter monetary policy in Europe, while the Federal Reserve held interest rates steady at 3.75%–4.00% in October.
Credit markets showed increasing divergence, as weaker borrowers faced widening credit spreads while higher-quality borrowers remained relatively resilient.
Investment opportunities increasingly favored companies with strong cash flows, pricing power, and growth, alongside selective opportunities in alternative investments.
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