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The year 2024 ends with significant economic disparities between regions. Which asset classes should be favoured for 2025?

With Donald Trump returning to the White House, tensions between the U.S. and China could rise again. His administration is expected to reintroduce tariffs and trade restrictions as part of an "America First" agenda, putting pressure on China’s already struggling economy.

As Donald Trump returns to White House, his policies could send ripples through the global oil market. These new effects add to the broader geopolitical and economic factors already faced. The interplay across all of these elements could redefine the energy landscape.

The power and the profit potential of AI are mesmerizing, and the equity markets have certainly benefitted from the dream.