346: 2025 outlook: US exceptionalism, political risk and non-consensus views

In a special podcast ahead of the publication of our 2025 global outlook, our experts offer key views across public and private markets in what promises to be yet another dramatic year for investors.

On our panel is Sonja Laud, Global CIO; Christopher Jeffery, Head of Macro Strategy; Colin Reedie, Head of Active Strategies; Rob Martin, Global Head of Investment Strategy & Research, Private Markets; and Howie Li, Global Head of Index and ETFs.

Among other points, they cover:

• Key market dynamics over 2024 – and how they might evolve next year
• What we expect from key asset classes within private markets
• Positioning within our Active Fixed Income and Multi Asset teams
• Concentration risk within equities

The podcast was recorded on 4 December and was moderated by Max Julius, Head of Content.

For professional investors only. Capital at risk.