Digitalisation, electrification and urbanisation: these are the trends driven by strong innovation that are helping companies achieve good earnings stability, at a time of good performance of the global stock market which, even in the second half of the year and in the medium to long term, can still offer good opportunities.
In the US, which is under everyone’s eyes due to the presidential elections, reshoring will increasingly emerge as a driver of industrial growth, thanks to the strong push for infrastructure spending, electrification and the evolution of artificial intelligence.
Silvia Merler, Head of ESG & Policy Research at Algebris Investments, discusses the global stock market and its opportunities in this video.
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