What to expect in 2025

Happy new year. And it's the perfect time to look forward to what
investors might expect from the economy and public and private
markets over the next 12 months.


On this show, I’m joined by Schroders’ Group CIO and CEO, Public
Markets, Johanna Kyrklund. Johanna will take us through what to
expect in stock markets, bonds and commodities in 2025.


Nils Rode, Schroders’ CIO in Private Markets, also joins us.
He’ll discuss why he believes the coming year could be a vintage
one for private investors.


And we'll tack the economy with Schroders’ Economist George
Brown.


RUNNING ORDER:


02:04 - Part one: will we see the return of inflation?


04:37 - Part two: how will Trump's policies affect stock markets?


10:10 - Part three: a vintage year for private markets?


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