Damian and CIO Paul O’Neill review 2024 markets and outline their investment outlook for 2025
Roger Hirst asks Dr Paul Jordan if shifting flows and M&A signal a bottoming UK…
Rising US bond yields could challenge risk assets in 2025
Sustainable investing still offers strong long‑term potential despite hostile politics and weak near‑term sentiment
Dollar strength after Trump win may fade as policy and liquidity shift emerge
Credit spreads tighten as investor complacency rises despite slowing growth
Chinese equities trade at multi-decade lows but stimulus may trigger re-rating
US equities trade at rich valuations while emerging markets offer relative value and potential outperformance
