Navigating 2025 Markets: US leadership and global diversification

Prepared for UK professional advisers only. In this episode of the Wisdom Shared podcast by Albemarle Street Partners, Chris Holdoway and Chief Investment Officer Fahad Hassan delve into the financial markets landscape for 2025. They discuss the sustained outperformance of the US markets to date and the potential narrowing of its lead compared to global counterparts. The conversation emphasizes the importance of maintaining a diversified investment approach, especially given the attractive valuations in other regions.

The discussion also covers the trajectory of the US dollar and its implications on emerging markets. Interesting insights are shared regarding the Federal Reserve's interest rate policies and their effect on global market dynamics. The episode discusses the opportunities for multi-asset investors, particularly in monitoring asset allocations amidst a backdrop of evolving geopolitical and economic scenarios.

 

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Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.

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