12/12/2024
In Search of a New Equilibrium
We are pleased to count you among our Navigator readers. This Navigator edition will provide you with valuable waypoints for navigating the various market challenges in 2025, a year that certainly will have a few surprises in store. As we transition into a new economic equilibrium characterized by potentially higher inflation and interest rates, we aim to help you make informed investment decisions in this evolving landscape.
The highlights of this edition are:
- An analysis of the new U.S. administration’s potential impact on economic growth and global financial markets in 2025.
- Our tactical positioning recommendations for a balanced portfolio as we enter the new investment year, considering the current economic landscape.
- Insights into the expected performance of various asset classes, including equities, bonds, and alternative investments, in light of evolving market conditions.
- An examination of potential safe haven investments for 2025, considering the changing geopolitical and economic environment.
- Our perspective on the most promising sectors and regions for investment opportunities in the coming year.
Please click here for more details on our robust investment strategies and their performance in the current environment.
