As we approach the final weeks of the year, markets continue to show resilience, though not without moments of unease. In our latest podcast, we examine the factors shaping sentiment: the pause in gold’s long rally, renewed questions about the health of US banks, and the ongoing debate around potential bubbles in technology. We also discuss what this means for portfolio positioning, and why a disciplined, balanced approach still feels like the most sensible path fo...
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As we approach the final weeks of the year, markets continue to show resilience, though not without moments of unease. In our latest podcast, we examine the factors shaping sentiment: the pause in gold’s long rally, renewed questions about the health of US banks, and the ongoing debate around potential bubbles in technology. We also discuss what this means for portfolio positioning, and why a disciplined, balanced approach still feels like the most sensible path fo...
Looking at 2025 with our CIO and Global Investment Strategist
Perspectives
12 minutes
9 months ago
Looking at 2025 with our CIO and Global Investment Strategist
Send us a text2024 was anything but a dull year. But what lies ahead? In this episode of our Perspectives podcast, Laura Künlen is joined by CIO Dr. Carlos Mejia and Global Investment Strategist Kevin Gardiner to review last year’s macro market and portfolio performance. They reflect on a year marked by resilient economic growth amid geopolitical tensions, the strong performance of gold, and the political upheaval that shaped global markets. Looking ahead to 2025, they share insight...
Perspectives
As we approach the final weeks of the year, markets continue to show resilience, though not without moments of unease. In our latest podcast, we examine the factors shaping sentiment: the pause in gold’s long rally, renewed questions about the health of US banks, and the ongoing debate around potential bubbles in technology. We also discuss what this means for portfolio positioning, and why a disciplined, balanced approach still feels like the most sensible path fo...
