Expect a fourth consecutive year of double-digit growth (>=10% annual gains); short-term dips tied to Iran conflict headlines or AI anxiety are described as healthy and often precede sizable bounces. Maintain a risk-on stance and disciplined positioning to capitalize on rebound opportunities, per Kevin Matras.
Expect a fourth consecutive year of double-digit growth (>=10% annual gains); short-term dips tied to Iran conflict headlines or AI anxiety are described as healthy and often precede sizable bounces. Maintain a risk-on stance and disciplined positioning to capitalize on rebound opportunities, per Kevin Matras.
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moderately positive
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0.40