Square Mile's CIO, Mark Harries, is again joined by James Ashley, Head of Market Strategy at Goldman Sachs Asset Management and Hugh Gimber, Global Market Strategist at J.P. Morgan Asset Management…this time looking at Trump, the markets, where the potential best opportunities to make money are this year, and what are the biggest investor risks and challenges in 2025.

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Don't have time to listen to the full episode, jump to your favourite part:

• 00:30 – Trump and the year ahead – what can we expect?
• 02:24 – With increasing divergence across the USA, EU and China, how are these differences expected to impact global economic growth, interest rates, and inflation in 2025? 
• 05:19 – Chance of recession, what are the risks and challenges in 2025?
• 11:35 – How might AI, blockchain, and other technologies disrupt traditional industries and stock valuations?
• 14:41 – Should investors lean towards defensive portfolios and investments or take a more aggressive approach in 2025?
• 17:07 – Market opportunities and outlook. Bonds, more the same in 2025? Equities, where do we see the best opportunities in 2025? 

Important Information

This podcast was recorded in January 2025. This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity and it is not a recommendation to buy or sell any funds or investments that are mentioned during this podcast.

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