With more interest rate cuts likely and a soft landing unfolding, we retain a broadly positive view on financial markets in 2025. But alongside potential opportunities, investors will also have uncertainty to navigate.
During the webinar, our senior investment professionals will discuss:
- Our global macroeconomic outlook for 2025, including evolving monetary and fiscal policy, trade wars, soaring global debt levels and inflationary trends.
- Key investment themes, including opportunities in equities, fixed income, emerging markets, small caps, and the risks that could take centre stage in the year ahead.
- Portfolio Implementation decisions that could help to manage market uncertainties.