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Global assets under management are projected to surge from $846.1 billion in 2025 to $9.6 trillion by 2035. This growth potential is set against a backdrop of severe macroeconomic, geopolitical, and technological disruption.
The dollar has risen more than 1% MTD in May thanks to geopolitical safe haven demand due to continuing geopolitical tensions in the Middle East and higher than expected inflation, with CPI and PPI both exceeding expectations.
From 12 May to 19 May, 8 S&P 500 companies (including 2 Dow Jones Industrial Average constituents, Cisco Systems and Home Depot) reported earnings.
From 6 May to 11 May, 124 S&P 500 companies (including 2 Dow Jones Industrial Average constituents, McDonald’s and Walt Disney) reported earnings.
Economic and US Treasury Market Review.
April delivered the reckoning's mirror image.
From 28 April to 5 May, 226 S&P 500 companies (including 10 Dow Jones Industrial Average constituents, Amazon, Amgen, Apple, Caterpillar, Chevron, Coca-Cola, Merck & Co, Microsoft, Sherwin Williams and Visa) reported earnings.
From 21 to 27 April, 101 S&P 500 companies (including 8 Dow Jones Industrial Average constituents, 3M, American Express, Boeing, Honeywell International, IBM, Procter & Gamble, UnitedHealth and Verizon) reported earnings.
From 14 to 20 April, 28 S&P 500 companies (including 3 Dow Jones Industrial Average constituents, Johnson & Johnson, JPMorgan Chase, and Travelers Companies) reported earnings.
As the earnings season begins, both analysts and companies have expressed less pessimism than usual regarding their earnings projections for Q1.
March 2026 delivered a reckoning for equity investors on both sides of the Atlantic.
