2025 Investment Themes

Join Guy Ertz, Deputy CIO, as he shares insights on investment strategies for 2025. He highlights the emerging trends of monetary easing and the critical role of infrastructure modernization in driving returns. Discover the advantages of diversifying portfolios with alternative investments while navigating the intricacies of AI market risks. Guy also discusses the exciting prospects in health and longevity, pointing out how advancements in healthcare and lifestyle can reshape investment opportunities for an aging population.