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Looking at 2025 with our CIO and Global Investment Strategist
Manage episode 463457288 series 3484526
2024 was anything but a dull year. But what lies ahead?
In this episode of our Perspectives podcast, Laura Künlen is joined by CIO Dr. Carlos Mejia and Global Investment Strategist Kevin Gardiner to review last year’s macro market and portfolio performance. They reflect on a year marked by resilient economic growth amid geopolitical tensions, the strong performance of gold, and the political upheaval that shaped global markets.
Looking ahead to 2025, they share insights on the evolving role of AI, potential market risks, and opportunities for investors this year.
Recorded on January 22nd, 2025.
44 episodes
Manage episode 463457288 series 3484526
2024 was anything but a dull year. But what lies ahead?
In this episode of our Perspectives podcast, Laura Künlen is joined by CIO Dr. Carlos Mejia and Global Investment Strategist Kevin Gardiner to review last year’s macro market and portfolio performance. They reflect on a year marked by resilient economic growth amid geopolitical tensions, the strong performance of gold, and the political upheaval that shaped global markets.
Looking ahead to 2025, they share insights on the evolving role of AI, potential market risks, and opportunities for investors this year.
Recorded on January 22nd, 2025.
44 episodes
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