Themes For 2025. Energetic forecast, trends and trajectories going into 2025. Early 2025 will see continued solid growth, and as donald trump’s policies take effect, expect a modest acceleration in us activity.
Join our webinar as our macro strategy team present our top investment strategy themes and high conviction trade ideas for 2025 across the equites, fixed income and fx in. Resilience of climate and industrial policy amid geopolitical uncertainties.