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Investment Perspectives from RSMR: Navigating 2025 - key portfolio drivers & investment insights

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Manage episode 461455737 series 3557284
Content provided by RSMR. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RSMR or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this month’s Investment Perspectives podcast, we’ll explore the key drivers shaping portfolio performance in 2024 and share insights into what we think the future may hold across the ever-evolving investment landscape.

  • What's happening from an equity standpoint?
  • Will the Magnificent 7 continue to steal the limelight?
  • What effect will Trump's policies have on the US investment landscape?
  • What are expectations in the UK, Europe, and Emerging Markets?
  • Where are the pockets of potential for 2025?
  continue reading

13 episodes

Artwork
iconShare
 
Manage episode 461455737 series 3557284
Content provided by RSMR. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RSMR or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this month’s Investment Perspectives podcast, we’ll explore the key drivers shaping portfolio performance in 2024 and share insights into what we think the future may hold across the ever-evolving investment landscape.

  • What's happening from an equity standpoint?
  • Will the Magnificent 7 continue to steal the limelight?
  • What effect will Trump's policies have on the US investment landscape?
  • What are expectations in the UK, Europe, and Emerging Markets?
  • Where are the pockets of potential for 2025?
  continue reading

13 episodes

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