Global Market Outlook Amid Inflation, Political Risk, and Shifting Sentiment - Seguridad Mania.com - España y América Latina

After a volatile first half of 2025, what’s next for global markets as we head into the back half of the year—and how should institutional investors prepare? Fisher Investments' upcoming global market outlook webinar explores the macro factors affecting global stock markets, as well as where we are in the current stock market cycle and how it impacts portfolio positioning. Key themes to be addressed include: •Inflation, Politics & Tariffs – How do political and economic headwinds impact our market outlook? •European Sentiment & Fundamentals – Will European equities continue to lead global performance? •The Return of the Yield Curve – What does a steeper yield curve mean for equities? •Portfolio Positioning & Opportunities – What aspects of the market are under appreciated, presenting potential positive surprise? Join Fisher Investments’ Senior Vice President of Research, Aaron Anderson, for thought-provoking analysis and timely perspectives on investment opportunities for the year ahead.