Guy Ertz

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.

Guy Ertz, Deputy Global CIO, and Édouard Desbonnets, Senior Investment Strategist, dive into the recent Federal Reserve's unexpected 50 basis point rate cut. They discuss its implications for the economy and financial markets, painting a more optimistic outlook despite recession indicators. The conversation covers market expectations surrounding future rate moves and the potential fluctuation of US bond yields. They also analyze how various asset classes might perform, highlighting the ongoing strength of equities in light of these monetary shifts.