Edmond de Rothschild REIM stays positive on equities after US midterms

PUBT · 5d ago
Edmond de Rothschild REIM stays positive on equities after US midterms
  • Edmond de Rothschild remains positive on equities despite near-term uncertainty over data center regulation following Democratic gains in US midterm elections.
  • Local votes covering 170 GW of the 300 GW US planned capacity pipeline produced around 20 measures restricting new data centers.
  • The Nasdaq fell 2%; South Korea's Kospi dropped 4%, before both recovered their losses.
  • Divided government could constrain fiscal expansion, limiting budget deficit growth and easing upward pressure on US sovereign bond yields.
  • Solid global growth, strong corporate earnings and attractive valuations support equities, with diversification across sectors, regions and bonds favored.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Edmond De Rothschild Reim Sa published the original content used to generate this news brief on November 04, 2026, and is solely responsible for the information contained therein.