353. Tech, tariffs and turmoil: what’s next for investors?

In this quarterly market update, Darius McDermott and Juliet Schooling Latter analyse the latest investment trends shaping 2025. From the dominance of tech and US markets to the resurgence of China and the struggles of smaller companies, we cover the key themes impacting global investors. With valuations stretched in some regions and opportunities emerging in others, is it time to diversify? We debate the outlook for the Magnificent 7, the impact of Trump’s reelection, and whether UK and US smaller companies are poised for a turnaround.

What’s covered in this episode: 

• The winners of 2024
• Can US dominance continue?
• Will the Mag 7 be the winners of 2025?
• Why investors should look beyond US markets
• UK Smaller Companies continues to be attractive 
• The debated pros and cons of China
• The long-term story remains strong in India
• Why are smaller companies underperforming globally?
• Market volatility caused by Trump — and the impact
• What can investors expect from the Bank of England in 2025?
• Fixed income should be in everyone’s portfolio

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.