Ben Byrom is joined by Kevin Boscher and Bob Tannahill to reflect on the key events of 2024 and provide insights into the global macroeconomic outlook for the year ahead.
Kevin offers a detailed macro update, considering the implications of Trump’s second term and his policies, while also discussing the long-term economic landscape before Ben and Bob focus in on the investment outlook, with Ben looking at the equity market and Bob covering fixed income strategies. Together, the three explore what is needed for a market broadening, the crucial factors needed to help drive equity performance, and why there is still the risk of volatility (and opportunity) for fixed income investors in 2025.
For more a more detailed update on the Ravenscroft fund range, please see our latest quarterly newsletter.
