Irrational markets are easy to beat? You would think so. But, to quote Yogi Berra, "In theory, theory and practice are the same. In practice, they're different."

2024 was a year of confusing, inspiring, depressing, and energising developments on many fronts. It’s in the spirit of thinking differently and embracing uncertainty that I offer you this year’s set of global developments to watch over the next five years.

What impact will the next US administration have on economic growth and inflation? The answer is not yet clear, because while some of President-elect Donald Trump's proposed policies would boost growth and reduce inflation over time, others will have the opposite effect.

Against a heightened VUCA macro backdrop, it is crucial we reduce the unavoidable dissonance between our own perceptions and market realities, to enable us to better understand what lies ahead for economies and investment markets and reorient portfolios accordingly. Mind the gap(s)! Markets Summit 2024 (Wed 21 Feb) will help you better understand the key drivers of and outlook for the markets and help you build better quality investor portfolios.