Episode overview
President Donald Trump’s policies could have an impact on the markets so it’s important to understand which ones could favour equities, bonds and various other investment assets.
Top themes to consider in 2025 include the possibility that equities will outperform government bonds, that US equities will continue to remain exceptional and that the sustained demand for bullion will continue to lift the gold price.
But there are risks too. These include bond market uncertainty, concentration risk and geopolitical tensions.
Important information
The value of an investment may go down as well as up and you may get back less than you originally invested.
Past performance is not a guide to future performance.