Asset Management Market update webinar Q1 2025
Join us for a panel discussion with our Global Equity Fund Manager, Bimal Patel, and Global Macro Bond Fund Manager, David Arnaud, on what to expect in 2025.
Asset Management Market update webinar Q1 2025
After toasting 2024 as the year of the election, we move into 2025 with new government and economic policies to navigate. We consider what markets can expect from a new administration in the US and potentially new governments in France and Germany.
However, as we are always quick to point out, financial markets are laser-focused on the economic fundamentals.
Join us for a panel discussion with our Global Equity Fund Manager, Bimal Patel, and Global Macro Bond Fund Manager, David Arnaud, on what to expect in 2025.
On the agenda:
• Trump 2.0 – the winners and losers from changes in the White House after inauguration
• Don’t judge a government by its policy but by its bond market – we look at the curious case of Europe
• The economic reality – everything looks rosy... if you look at the world through US-tinted glasses
• What your clients can expect from 2025 and how their portfolios are positioned for another year in financial markets