Market Flash of January 8, 2025

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Market Flash - ENG

Kairos Partners SGR

20 episodes

1 week ago

The podcast for those who want to stay informed about financial markets, presented by Alberto Tocchio, Head of Global Equity and Thematics at Kairos Partners SGR.

All content for Market Flash - ENG is the property of Kairos Partners SGR and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

The podcast for those who want to stay informed about financial markets, presented by Alberto Tocchio, Head of Global Equity and Thematics at Kairos Partners SGR.

Market Flash of January 8, 2025

Market Flash - ENG

8 minutes

10 months ago

Market Flash of January 8, 2025

In this episode:

2024 concluded with impressive performances for the S&P 500, which gained over +60% in two years. However, leadership remained concentrated, and the equal-weight market showed significant disparity.
ETFs dominated the landscape, supporting mega-cap stocks in key sectors such as Artificial Intelligence, energy transition, and demographics. Meanwhile, the dollar gained 6% against the euro, and Bitcoin attracted significant volumes, reflecting growing diversification.
2025 may bring greater convergence among global markets, but volatility is set to increase. Growth will be moderate, in a context shaped by Trumponomics policies, geopolitical uncertainties, and inflation-related challenges.

The new year will require a more dynamic investment approach, with particular attention to opportunities outside the United States. Factors such as reforms in Europe and stimulus measures in China could enhance risk-reward ratios. Investors will need to balance risks and opportunities in an evolving landscape.