Investors do not have a crystal ball but it is fair to assume one thing for 2025: markets will once again be consumed by discussions on market concentration, inflation and valuations.
A key challenge, therefore, in 2025 is this: how can investors position portfolios for bumps in the road without losing sight of longer-term opportunities? Perhaps counterintuitively, the answer lies not in narrowing our focus but in expanding it. I would characterise the issues above — market concentration, inflation and valuations — as "what ifs?". Van Lanschot Kempen: Even the largest stocks can eventually become sensitive to gravity What if market concentration continues? What if inflation comes back? Will stimulus rekindle Chinese equities? Investment solutions cannot be...
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