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Elections ActiveViews Macro and market Event replay Institutional Market commentary

Markets in 2025: asleep at the wheel or in the driving seat?

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John Butler, Macro Strategist
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William Lockhart, Head of UK and Irish Distribution
25 min view
2025-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.

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In our final ActiveViews webcast of the year, host Will Lockhart and Head of Macro Strategy, John Butler, analyse recent macro events and explore potential 2025 market outcomes for investors. They discuss today’s exceptional economic backdrop and what to look out for during this next stage of the new economic era, including the potential investment ramifications of the US elections, Europe’s evolving fiscal and monetary landscape, and policy developments in China and Japan.

This event replay qualifies for up to 30 minutes of continuing professional development (CPD).

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