2025: a year of uncertainties

In this podcast, Hiba Mouallem, Investment Strategist, and Edmund Shing, Global Chief Investment Officer, look back at the past year, and analyse the macroeconomic context and market performance.

• A summary of the global macroeconomic backdrop

• How has inflation affected bond markets, and how have central banks intervened?

• Is the dollar’s weakness a consequence of President Trump’s tariff policies?

• A review of the equity markets

• Commodities have been the star asset of the year, but which ones should investors look at in 2026?

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