News & Updates

In our News & Updates section, we’ll keep you informed about what is happening at MeDirect Group. Through this section we also publish weekly market updates provided by well-established fund houses and other interesting financial reads. Make sure to visit often to keep yourself up to date.

 
Uneven earnings call for granularity

BlackRock Commentary: Uneven earnings call for granularity

Strong corporate earnings have driven U.S. and Japanese equity overweights, with fundamentals taking precedence over valuations, while European opportunities remain selective due to weaker earnings growth, highlighting AI-driven U.S. potential and targeted gains in sectors like European financials.

Epic Investment Partners Weekly Article

Epic Investment Partners Views: The Week Ahead

This week’s focus includes the pivotal US jobs report (Friday) ahead of the final FOMC meeting, key economic data releases across regions, central bank discussions, and market impacts from Trump’s tariff announcements and economic developments in China, signaling mixed global economic sentiment.

Getting active to identify AI winners

BlackRock Commentary: Getting active to identify AI winners

Nvidia’s Q3 earnings highlight the rapid AI data center buildout, reflecting the transformative potential of AI, while an active investment approach helps navigate uncertainties and seize opportunities across its buildout, adoption, and transformation phases.

Epic Investment Partners Weekly Article

Epic Investment Partners Views: The Week Ahead

The upcoming week focuses on key economic data, including the Fed’s favoured PCE price index, Eurozone CPI, and US economic updates, alongside geopolitical tensions, policy signals from central banks, and market movements, reflecting global economic uncertainty and shifts.

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