Robin Perry

Tariff uncertainty and geopolitical tensions may continue to sway short-term sentiment, however a fundamental backdrop of positive global economic growth and supportive fiscal policy is still underpinning both equity and fixed income markets. We therefore enter the new year with a full allocation to equities, maintaining a skew to the US and Asia as regions we expect to provide superior economic and corporate earnings growth. We expect key themes such as artificial intelligence (both its adoption and infrastructure spending) to remain, however selectivity is becoming increasingly key, and we also see attractive value opportunities across other, more neglected, areas of global equity markets.

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