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In 2024, central banks in developed markets initiated the process of normalizing their
monetary policy. However, expectations of rate cuts were revised downwards in the final
quarter of the year, due to the resilient economic growth and persistent inflation.

With Donald Trump returning to the White House, China navigating internal and external headwinds, Europe striving to balance reform and fiscal sustainability, and central banks rethinking their policy frameworks, the stakes are high.

At the core of the Trump administration’s economic strategy lies yet another corporate tax reform agenda.

The November 5 U.S. election results delivered surprises, particularly in the extent of the Republican sweep. Learn more about the economic impacts of Trump's fiscal policies and the implications for investment asset classes.

Discover the latest publications by Dan Rohinton, Portfolio Manager at iAGAM.

China’s authorities have been drip-feeding stimulus measures for about a month, as the world’s second-largest economy struggles to regain momentum.

Strong performance in the third quarter, find out why.

After the 50-basis-point cut by the U.S. Federal Reserve on September 18, the central banks of developed countries are now officially in a synchronized rate-cutting cycle.

Discover the latest publications by Dan Rohinton, Portfolio Manager at iAGAM.

The U.S. economy has outperformed most of its peers in recent years, leading to the emergence of the term “U.S. exceptionalism” as a carry-all concept for everything from the government’s ability to inflate its public debt to the expensive valuation of its stock market.