On-demand webinar

Global market outlook for 2025

Watch as our Chief Investment Officer and Chief Investment Commentator discuss the investment themes that are expected to impact markets over 2025.

10th Dec 2024 On-demand webinar

On-demand webinar

What can we expect in 2025?

The political and policy upheaval we can expect out of the US, the stimulus program out of China, economic stagnation in Europe, and the budget tightrope walk in the UK. How will these factors impact underlying demand for company sales, margin pressure, inflation pressure, central bank action, long-term bond yields and, ultimately, market outcomes?

Watch the webinar

Chief Investment Commentator, Garry White and Chief Investment Officer, Patrick Farrell sit down to discuss the investment themes that we expect to effect markets next year.

Our experts covered:

Key US policy initiatives
China’s stimulus policies
Will Europe be left out in the cold
Where does that leave the UK?

Meet the hosts

Garry White

Chief Investment Commentator

Currently Chief Investment Commentator at wealth manager Charles Stanley, I have spent most of my career as a financial journalist. Previously the share tipster at the Daily and Sunday Telegraph - recommending equity investments in a daily column, and European market commentator at Standard & Poor's, I have been looking at equity markets for more than 20 years. A scientist by training, I now seek to identify long-term trends, as well as uncovering the meaning behind unusual market movements. Today I want to look at the trend that have driven markets over the last ten years, with an emphasis on technology, then ask what the future holds for one of the most important sectors in markets today.

Patrick Farrell

Head of Research and Chief Investment Officer

Patrick has over 30 years’ experience in investment and management roles at some of Australia’s largest asset management companies. He was CIO for the Suncorp Group, the largest general insurance group in Australia, as well as BT Financial Group, the wealth and asset management arm of Westpac, one of Australia’s big four banks. Prior to that he held leadership roles in the areas of tactical asset allocation, collectives research and fixed interest portfolio management. He holds a Bachelor of Science majoring in pure and applied mathematics roles from the University of Western Australia and is a Graduate of the Australian Institute of Company Directors.