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Annual Investment Forum 2025 highlights
3 min read 7 Mar 25
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What’s in store for financial markets in 2025?
With the global monetary easing cycle under way, can central banks deliver an economic soft landing? How might the US presidential election impact the global economy? Will China's economy recover? What do geopolitical tensions mean for financial markets? Is 2025 the year we reap the benefits of AI? At our recent Annual Investment Forum our experts provided insights and ideas that could help you navigate these issues. From highlighting the merits of an active investment approach to revealing ways to overcome the challenge of diversification, we aim to connect the dots to identify opportunities across public and private markets.
Exploring the challenges and opportunities in US exceptionalism
Dan White, Head of Global Equities
Jeffrey Lin, Head of Thematic Technology Equities
Stefano Amato, Multi Asset Fund Managers
Fixed income: an asset class for all weathers
Andrew Chorlton, CIO, Fixed Income
Richard Woolnough, Fund Manager
James King, Head of Structured Credit
Eva Sun-Wai, Fund Manager
Being nimble and thinking strategically: opportunities in global asset allocation
Maria Municchi, Fund Manager
Steven Andrew, Fund Manager
Tristan Hanson, Fund Manager
Private markets: a resilient and compelling investment choice?
Emmanuel DeBlanc, CIO, Private Markets
Fiona Hagdrup, Head of Leveraged Finance
Martin Towns, Deputy Global Head of Real Estate
Anish Majmudar, Head of Real Assets
Alex Seddon, Head of Impact & Private Equity
Asia: smarter growth opportunities in the world’s most dynamic market
David Perrett, Co-Head of Asia Pacific Team
Vikas Pershad, Fund Manager
Deepika Mundra, Director, Equity Research
Japan connected
Carl Vine, Co-Head of Asia Pacific Team
Essentials for the long haul
Stuart Rhodes, Director, Global Equities
The value of investments will fluctuate, which will cause prices to fall as well as rise and investors may not get back the original amount they invested. Past performance is not a guide to future performance. The views expressed in this document should not be taken as a recommendation, advice or forecast.