In this podcast, Hiba Mouallem, Investment Strategist, and Edmund Shing, Global Chief Investment Officer, look back at the past year, and analyse the macroeconomic context and market performance.
A summary of the global macroeconomic backdrop
How has inflation affected bond markets, and how have central banks intervened?
Is the dollar’s weakness a consequence of President Trump’s tariff policies?
A review of the equity markets
Commodities have been the star asset of the year, but which ones should investors look at in 2026?
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