2024: A year of change, conflict, and contemplation
2024: A year of change, conflict, and contemplation
In this year-end episode, host Laura Künlen is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to reflect on a year characterised by resilient economic growth amid geopolitical tensions and the return of familiar political figures. Looking ahead to 2025, they discuss the outlook for markets and economies: what challenges and opportunities do they foresee in the year ahead?
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Growth Equity Update
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The 52nd Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.
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Monetary policy - behind the curtain
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Interest rate expectations have shifted markedly in 2026, with markets now anticipating higher rates amid persistent inflation, economic resilience and more hawkish central banks. Despite this, strong AI-driven earnings have supported equities.
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Stories from the road
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Five stock market talking points in 2026
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Global equities rose despite geopolitical tensions, as markets looked through near-term risks. AI infrastructure spending drove returns and earnings growth, valuations sent mixed signals, and corporate activity remained subdued but showed signs of recovery.
