Outlook for 2025: Strategic Allocation in a New Era

Описание: Jeffrey Blazek, CFA, Managing Director and Multi-Asset Co-Chief Investment Officer at Neuberger Berman, is hosted by Wassim Jomaa, CFA, Chief Investment Officer at The Family Office, for an insightful discussion on strategic asset allocation approaches to navigate the anticipated economic landscape in 2025. Watch the webinar to learn more about the future market trends.

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0:00 – 2:34 Introduction
2:34 – 3:52 Key Themes in 2025
3:52 – 5:35 Outlook on the Economic Trends in 2025
5:35 – 7:45 Insights into Interest Rates and Fiscal Policy
7:45 – 8:34 Mergers and Acquisitions Activity in 2025
8:34 – 10:59 Balancing Growth and Inflation under Trump
10:59 – 11:42 High Rates and a Steep Yield Curve Defining 2025
11:42 – 13:21 Is Trump 2.0 Different from Trump 1.0?
13:21 – 14:21 US Exceptionalism Leading Global Economic Growth
14:21 – 15:50 Key Post-Election Trends and Market Reactions
15:50 – 17:27 Impact of Rising Rates and a Steep Yield Curve
17:27 – 18:38 Will Tariffs Negatively Impact Equity?
18:38 – 20:14 Outlook on the US Equity Market
20:14 – 22:24 US Growth Drivers: Key Sectors Including AI & EV
22:24 – 24:22 Valuations in Private Markets
24:22 – 26:05 Real Estate Investment Opportunities
26:05 – 26:48 New Administration and Inflation Reduction Act
26:48 – 28:36 China's Stimulus Measures: Stability or Deflation?
28:36 – 29:52 Japan's Stock Market Gains
29:52 – 31:42 Europe’s Outlook: France, Germany, and the UK
31:42 – 33:56 Private Equity Investments in Emerging Markets
33:56 – 35:48 Outlook on Dollar and Global Central Bank Actions
35:48 – 37:38 Global IPO Recovery and Impact on Private Markets
37:38 – 38:49 Secondaries Amid Today's Private Market Valuations
38:49 – 40:06 Take-Private and Preferred Equity Strategies
40:06 – 41:41 A Contrarian Perspective: Insights from a Co-CIO
41:41 – 43:15 Major Risks to Consider in 2025
43:15 – 45:12 Conclusion


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