BACK TO THE FUTURE? WINTER 2025 As an investor, wouldn’t it be great to travel
As we reflect on the market journey from late 2023 to the present and look ahead to 2025, the resilience and dynamism of the global economy stand out as defining characteristics. Throughout this period, a bullish outlook has been maintained, often swimming against the tide of mainstream opinion. This perspective has proven valuable as markets navigated through economic and political terrains, embodying the Dickensian sentiment of the best, and worst of times.
We stand at a pivotal juncture as we transition from a wartime to peacetime economy. The U.S. Federal Reserve’s shift towards a more proactive monetary policy aligns with the new Trump administration, introducing uncertainties that could profoundly impact risk assets. The longstanding strategy of interest rate cuts and increasing liquidity, prevalent since the late 1980s, is now under scrutiny as we enter this new era.
MONEY FOR NOTHING: The Illusion of Easy Wealth in Today’s Economy There are moments
As we emerge from the shadow of COVID-19, a narrative of robust economic recovery has taken hold. Yet, beneath this veneer of stability lies a disconcerting truth; the fundamental issues that plagued the global economy before the pandemic remain largely unresolved. French critic and journalist Jean-Baptiste Alphonse Karr’s adage resonates deeply with our current economic landscape.
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