As we approach the end of the year, David Thorpe gathers a group of experts to look forward into 2025 in this bumper edition of the podcast which is supported by Artemis.
He is joined by Natasha Ebtehadj, manager of the Artemis Global Select fund, Liam O’Donnell from Artemis’s fixed income team, Fahad Hassan, the chief investment officer at Albemarle Street Partners, and Richard Carter, head of fixed income research at Quilter Cheviot.
They discuss the monetary policy outlook, the potential impact of a Trump presidency, whether US equities will continue to play a crucial role and achieving diversification in fixed income.
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
It is available on Spotify, Apple Podcasts, Acast and most other major podcast platforms.
