WHAT IS THE NEW NORMAL IN 2025 FROM BONDS TO RISK ASSETS?
WHAT IS THE NEW NORMAL IN 2025 FROM BONDS TO RISK ASSETS?
29 Oct 2024
The discussion centers around the global economic outlook leading into 2025, with a focus on the United States' resilience and innovation, which continue to attract significant capital investment. The conversation highlights the importance of talent migration and strategic immigration policies in driving productivity and GDP growth in the U.S. There's a notable shift in trade dynamics, with China experiencing economic contraction, while Africa emerges as a region of opportunity due to its demographics and technological advancements. The role of artificial intelligence and technology in transforming economies, particularly in Africa, is emphasized, with a call for deeper capital markets to support growth. The panelists also discuss the potential impact of political themes on investment strategies, advising caution against betting against major political trends.