JPMAM's Hugh Gimber: Looking beyond the headlines in 2025

'Four key themes'

clock • 5 min read

As we stand at the cusp of 2025, the world remains abuzz with the potential ripple effects of Donald Trump's re-election which is likely to have far-reaching consequences beyond the US.

And while it is only human nature for noteworthy political headlines to consume our immediate attention, we urge investors to resist this temptation. From a macro perspective, we anticipate a continuation of the global economic expansion over the coming 12-18 months, albeit with inflationary pressures remaining somewhat persistent. JPMAM's Karen Ward: Political uncertainty in markets has been replaced with 'policy uncertainty' However, the uncertainty surrounding US domestic and foreign policy, coupled with the international response, adds a layer of complexity to the investment la...

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 Markets

Market Movers blog: M&S share price up at the open as it confirms customer data stolen in cyber incident

Market Movers blog: M&S share price up at the open as it confirms customer data stolen in cyber incident

Latest news and analysis

Investment Week
clock 13 May 2025 • 1 min read
FCA seeks closer ties with China on wealth management

FCA seeks closer ties with China on wealth management

Chair Ashley Alder speaking at a conference

clock 13 May 2025 • 2 min read
Markets breathe a sigh of relief at 'tentative' US-China trade agreement

Markets breathe a sigh of relief at 'tentative' US-China trade agreement

Next 90 days set to be 'crucial'

clock 12 May 2025 • 3 min read
Trustpilot