Webinars

Inauguration over, we’ll be analysing the early days of the second Trump presidency for clues about the future direction of the US stock markets.

Hosted by Franklin Templeton’s Sam Collett and featuring macro and market insights from Jeff Schulze, US investment strategist at Clearbridge. They’ll be joined by leading fund managers Andy O’Brien, from Putnam Investments, and Jim Stoeffel, from small cap experts Royce Investment Partners. This event will provide a comprehensive analysis of both near- and long-term market implications.

Markets have already cheered the Trump clean sweep, anticipating a flurry of executive orders – let’s see if the early activity lives up to the promise and explore the ‘Trump bump’ we’ve experienced so far.

Join Martin Currie CIO Michael Browne and members of the UK equity investment team as they explore the year ahead. How will UK plc navigate 2025 and what opportunities exist in the ever-evolving financial landscape? The team will share their key investment considerations for 2025, including:

1. Inflationary risks: could inflationary pressures reshape the investment outlook?
2. Monetary policy: how will potential Bank of England rate moves impact markets?
3. Valuations: UK equities appear undervalued on many metrics – what’s the trigger for a re-rating?
4. Domestic resurgence: it’s on the cards! What will the UK consumer do next?
5. Growth: don’t underestimate the UK… and which companies can prosper.

Join us to discuss these factors and more.