While the global economy is on track for a soft landing over the next 12 to 18 months, high stock prices, recession risk, and political uncertainty cloud the outlook for equities. Yet new technologies and lower interest rates will support earnings growth in 2025, particularly among smaller-cap companies. For investors, resilient, low volatility names, capable of delivering positive earnings in an uncertain macro environment, offer attractive opportunities.

Presentation  (5 mins)  |  Filmed 01 November 2024