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Panel Podcast - Bull and Bear for 2025

Financial markets have started the year under a cloud of uncertainty awaiting the inauguration of Donald Trump as US President. Some of the key themes are familiar though: uncertainty around the continuing path of inflation, the impact of expected tariffs in 2025, and the dominance of the Magnificent Seven.

Today we will share our bull and bear scenarios for markets this year, as we wait to see what policies the incoming President Trump enacts.

Presented by Aymeric Forest CFA, Head of Investment Strategy and Niall McDonnell CFA, Senior Investment Manager. Hosted by Thomas Ashwood, Senior European Marketing Manager.

Panel Podcast - Bull and Bear for 2025
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