Hopp til hovedinnholdet
The Allocation Group notes that Trump has cut tariffs on more than 100 food products.
1 min lesing

Market Outlook - December 2025

Economic clouds are beginning to lift as the US edges toward renewed growth and another Fed rate cut. Markets remain steady, but shifting policy signals and AI-driven earnings keep investors on alert.

Key points:

  • Despite a still-weak labour market, economic growth in the US may pick up again next quarter
  • The Fed will likely cut rates again in December, but the focus on central-bank independence will probably continue
  • NVIDIA met expectations with strong results, but the share price levelled off

Read the Market Outlook for December here

Macroeconomics

Market Outlook for May 2026: Rally amid uncertainty

Global markets rallied to new highs in April despite continued geopolitical tensions and elevated ... Les saken nå

Mer fra Macroeconomics

Market Outlook – April 2026: Increasing exposure to global equities

Geopolitical tensions and elevated oil prices are reshaping the global investment landscape. We are ...

Market Outlook - March 2026

Geopolitical tensions and new AI launches are rattling markets in March. Oil and gas prices are ...

Market Outlook - February 2026

January was marked by renewed geopolitical tensions and shifting market expectations. Against this ...

Historisk avkastning er ingen garanti for framtidig avkastning. Fremtidig avkastning vil som blant annet bero på markedsutviklingen, forvalternes dyktighet, fondets risikoprofil og forvaltningshonorar. Avkastningen kan bli negativ som følge av kursnedgang. Det er risiko forbundet med investering i fond på grunn av bevegelser i markedet, valutautvikling, rentenivå, samt konjunktur-, bransje- og selskapsforhold. Avkastningen kan øke eller minke som følge av valutakursendringer. Før du investerer, oppfordrer vi deg til å lese fondets prospekt og nøkkelinformasjon, som inneholder ytterligere detaljer om fondets egenskaper og kostnader.