Investment Uncut: David Page: What should investors be looking out for in 2025?
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As we head into 2025, the economic landscape is shifting. In this episode, we break down the key macroeconomic themes shaping the year ahead. What does the growth trajectory look like amidst evolving global challenges? Will interest rates finally stabilise, or is more turbulence ahead? Inflation remains a pressing concern—are central banks winning the fight, or are we facing a new normal?
Join us as we talk to with David Page, Head of AXA IM's Macroeconomic Research team, to unpack the critical information investors need to navigate 2025 with confidence, from the drivers of economic expansion to the policies reshaping monetary conditions.
For our Views from the Boardroom section, Jacob interviews new fellow co-host Laetitia Anstee-Parry who is replacing Laasya. They discuss Letty’s background in the investment industry and what she is looking forward to as the new podcast co-host.
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Each LCP Investment Uncut podcast is for information and marketing purposes only and does not constitute any form of investment or financial advice or a financial promotion (under the Financial Services and Markets Act 2000). All views expressed by the podcast hosts and guests are purely their own opinions and do not represent those of LCP, its clients or affiliates. LCP does not provide any warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. Past performance is not indicative of future returns. Our podcast listeners should always seek independent financial or legal advice before making any financial or investment decisions. Please refer to the Legal Notices section on the LCP website for further information.
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