Already early into the new year, it is becoming clear that ‘looking for opportunities as markets shift’ and ‘dealing with volatility’ are the standout themes for 2025, as we had signalled in our Investment Outlook Opportunities in a volatile world.
Watch this video with our economists and chief market strategist. They cover the outlook for US inflation in the context of the new administration’s plans, the effects of geopolitical tensions and political uncertainty on Europe, the crosswinds facing emerging markets including China, and our asset allocation views.