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On the investment radar 2025 - Soft landing at risk?

Markets have put in another strong performance in 2024, helped in no small part by euphoria at the US election result. Next year Donald Trump will take office and his campaign rhetoric on trade tariffs and immigration; tax cuts and deregulation, will be implemented to varying degrees.

We look today at whether Trump policies could boost or hold back US GDP growth. Are the chances of a soft landing fading? And if so, what are the implications for financial markets?

Presented by Chris Iggo, Chair of the AXA IM Investment Institute and CIO of AXA IM Core and Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lorna Denny, Investment Specialist.

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