2025 primer: 2024 recap, inflation risk and new opportunities

Talking Capital
09/01/2025 30 min Episodio 46
2025 primer: 2024 recap, inflation risk and new opportunities

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Episode Synopsis

In this episode, Ian and Robert discuss:2024 recap: how should we reflect on 2024, where did we see surprises and how did the opportunities we had highlighted previously perform?Inflation: how are we positioning portfolios for a potential period of higher inflation?2025 opportunities: what are the key opportunities for the year ahead?

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