Our portfolio managers share their views on what opportunities, and surprises, 2025 might bring across equity, fixed income and convertible bond markets.
Uncertainty ahead of Donald Trump returning to the White House is proving a challenge across all markets as the year draws to a close. Our managers foresee positive and negative scenarios in response to US policy change through 2025, while the president-elect’s governance style leaves room for surprises along the way.
Europe also presents its fair share of opportunities and challenges. After a tough few years, could we be on the verge of a turnaround in the region?
At Mirabaud Asset Management, we don’t prescribe to one ‘house view’. Instead, our portfolio managers have the freedom to make their own active, sustainable, high-conviction investment decisions.
