Stanlib’s Giles Heeger on three international trends affecting markets
Geopolitical uncertainty, AI investment and infrastructure.
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Geopolitical uncertainty, AI investment and infrastructure.
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Petrol and diesel rates were unchanged in several cities on 13 October, while others saw increases or reductions. Bengaluru had the largest cuts and Patna the biggest rises for both fuels.
Global economic growth is becoming increasingly concentrated in fewer and fewer countries. This is largely due to the AI boom. Germany is benefiting, while developing countries are being left behind.
Those who invest in the most important cryptocurrency have so far achieved better results with one-off payments. But in the future, the market could be harder to time, a Handelsblatt calculation…
So far, the International Monetary Fund had only expected a small upswing in the German economy. Now it is showing significantly more hope for 2026. Nevertheless, there are risks for the world.
From interest rates and tax policy to housing supply and labour reform, economic policy must prioritise opportunity for the next generation.