{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Beyond Markets","title":"Market Outlook 2025 - The art of the real deal","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/8a4ea30a\"></iframe>","width":"100%","height":180,"duration":1074,"description":"In 2024, we witnessed the normalisation of many economic variables, notably inflation and growth, clearing the path for monetary policy easing in the US and Europe. Looking to 2025, with a new Republican administration in place in the US there will be plenty of changes to digest. Our analysts believe that the key to success will be closing significant fiscal, geopolitical, and corporate deals whilst also achieving economic growth. What does this mean for financial markets and those who invest in them?\nIn this episode of the Beyond Markets podcast ‘Market Outlook 2025 – The art of the real deal’, Christian Gattiker, Head of Research, and Mark Matthews, Head of Research Asia, talk to Bernadette Anderko about the market environment, why they expect broadening equity returns, and which sectors are set to benefit from likely growth and policy shifts in 2025.\n00:37 Introduction to topic and speakers\n01:06 Broad expectations for 2025\n02:08 Monetary policy oulook\n02:43 Trump tariff implications for Europe\n03:18 Trump tariff implications for Asia\n04:45 Equity preferences in Asia\n06:19 Developed market equity stance\n06:57 Preferred cyclical sectors\n07:35 The impact of the Republican sweep\n10:02 USD bond opportunities\n10:27 EUR bond opportunities\n11:02 The duration sweet spot\n11:29 Emerging market bonds\n11:49 Our view on gold’s outlook\n12:44 Next Generation: Cloud computing & AI; Extended longevity\n14:39 Next Generation: Future cities\n15:14 Summary of our outlook for 2025\n15:50 Closing comments\nWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.","thumbnail_url":"https://img.transistorcdn.com/11BnEfZU7rka4GVHoUpqhWArVzb8RoTTrwhLaXT0-wM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzE5NzI2LzE2MTY1/NzYyNDItYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}