On-demand event: Towards 2025 – Risks to the global economic and market outlook

As 2025 approaches, our economists have been briefing clients on what to watch on the macro and markets front between now and the new year. What has been the busiest year for democracy on record looks set to end with a bang as the US goes to the polls – but that’s not the only macro and market risk that global investors need to be paying attention to.

Watch this 30-minute briefing, chaired by Group Chief Economist Neil Shearing, and learn what our economists are advising clients, and what our clients are asking of the team, including:

• Whether a Trump or Harris victory would be better for the US economic outlook;
• If the latest DM macro data are signalling recessions;
• What valuations and the macro picture suggest about our call that the S&P 500 will hit fresh highs before year-end.