Quarterly Investment Commentary Q4 2024

20.1.2025

Nathan Sweeney

In our new quarterly review and 2025 outlook, we share our latest insights about the key opportunities and risks for investors in the year ahead. We explore the likely impact of further interest rate cuts, the prospects for global economic growth and the implications as Donald Trump’s new administration takes power in the US.

2 MIN

We also take a close look at what happened in markets in the final quarter of 2024, discuss how our portfolios are positioned and highlight key buys and sells. In addition, we focus on one of the funds we have added to our portfolios and explore the probability of different market scenarios.

The quarterly report has been tailored for each of our three portfolio ranges: active, blended and passive. You can read the reports using the links below.

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This article is provided for general information purposes only and should not be construed as personal financial advice to invest in any fund or product. These are the investment manager’s views at the time of writing and should not be construed as investment advice. The opinions expressed are correct at time of writing and may be subject to change. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.