JPMAM's Karen Ward: Political uncertainty in markets has been replaced with 'policy uncertainty'

Same number of unknowns in 2025

Eve Maddock-Jones
clock • 4 min read

Heading into 2024, investors were bracing for an election year marked by a record number of voters heading to the polls worldwide, adding to market uncertainty over the key figures shaping the future macroeconomic landscape.

While investors have gained clarity on many political leadership questions that loomed a year ago, new uncertainties have emerged. According to Karen Ward, EMEA chief market strategist at JP Morgan Asset Management, the focus has shifted to the policies that will shape and steer markets in the years ahead. Speaking at the firm's 2025 Outlook roundtable, Ward said that while investors now know who is residing in the various political offices in the US, the UK and other countries, the picture about what the fiscal agenda will be is greyer than it was a year ago. JP Morgan AM's Karen ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Stories of the Week: St James's Place to cut 500 jobs; Schroders and Baillie Gifford make deadline day moves for SDR labels; Premier Miton profits fall

Stories of the Week: St James's Place to cut 500 jobs; Schroders and Baillie Gifford make deadline day moves for SDR labels; Premier Miton profits fall

St James's Place, SDR labels and falling profits: The biggest stories from the world of investment and asset management this week

clock 06 December 2024 • 1 min read
Investment Week launches inaugural Leaders List 2025 for fund selectors and wealth managers

Investment Week launches inaugural Leaders List 2025 for fund selectors and wealth managers

Recognising change-makers in fund selection and wealth

Katrina Lloyd
clock 05 December 2024 • 4 min read
Partner Insight: Fidelity's Mike Riddell - Mixed picture facing global fixed income investors

Partner Insight: Fidelity's Mike Riddell - Mixed picture facing global fixed income investors

Mike Riddell and Tim Foster, portfolio managers, Fidelity Strategic Bond Fund
clock 05 December 2024 • 5 min read
Trustpilot