Quarterly Podcast: A year of friendlier economics and uncomfortable geopolitics

Global stocks were up nearly a fifth in 2024 – a second year of double digit returns, with the US and its tech juggernauts being the driving seat of a narrowly led market. However, the imminent return of President Trump, bolstered by a Republican sweep of Congress has caused uncertainty around the ‘MAGA’ agenda, and what the impact will be in the US and globally.   In this podcast, CEO Helen Watson, is joined by Victor Balfour, Global Investment Strategist, and Hugo Capel Cure, Co-Head of Portfolio Management, reflect upon our performance in 2024, and look ahead to 2025.