It’s straightforward to get caught up in a herd mentality, however historical past reveals that pondering in a different way can repay in a giant approach.
Wanting past market behaviour and taking an analytical method may also help uncover a spread of sudden alternatives. In gentle of this, 5 consultants shared their ‘surprising’ predictions for 2025 and past at Livewire Dwell. The consultants are:
– Kellie Wooden, Head of Fastened Earnings, Schroders
– Vihari Ross, Portfolio Supervisor, Antipodes
– Bob Desmond, Head of Claremont International and Co-Portfolio Supervisor, Claremont International
– Matthew Kidman, Chief Funding Officer, Centennial Funds Administration
– Josh Clark, Portfolio Supervisor, QVG Capital
Time codes
0:00 – Introduction
0:26 – Kellie Wooden sounding the alarm on America’s debt
9:12 – Vihari Ross on the funding cycle to energy the subsequent decade
17:45 – Bob Desmond and why we’re at peak AI
23:57 – Josh Clark on why thematic investing will perpetually underperform
29:44 – Matthew Kidman on why a structural bear market is looming
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