Indrani De discusses the shifting macroeconomic landscape and its implications for global trade and markets. Indrani highlights five reasons why international equities, particularly in emerging markets, may continue to outperform the US, despite recent catch-up in the S&P 500 (SPX) and Nasdaq (NDX), citing higher earnings growth forecasts, lower valuations, and the momentum shift in capital flows. She also notes the potential for fixed income to play a greater role in portfolios, particularly in inflation-linked bonds, high yield, and emerging market bonds, given the current inflationary environment and rising interest rates. Additionally, Indrani touches on the continued strength of gold as a hedge against economic uncertainty and inflationary pressures.

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