5 shocking predictions for 2025 and beyond
It’s easy to get caught up in a herd mentality, but history shows that thinking differently can pay off in a big way.
Looking beyond market behaviour and taking an analytical approach can help uncover a range of unexpected opportunities. In light of this, five experts shared their ‘shocking’ predictions for 2025 and beyond at Livewire Live. The experts are:
Kellie Wood, Head of Fixed Income, Schroders
Vihari Ross, Portfolio Manager, Antipodes
Bob Desmond, Head of Claremont Global and Co-Portfolio Manager, Claremont Global
Matthew Kidman, Chief Investment Officer, Centennial Funds Management
Josh Clark, Portfolio Manager, QVG Capital
Time codes
0:00 - Introduction
0:26 - Kellie Wood sounding the alarm on America's debt
9:12 - Vihari Ross on the investment cycle to power the next decade
17:45 - Bob Desmond and why we're at peak AI
23:57 - Josh Clark on why thematic investing will perpetually underperform
29:44 - Matthew Kidman on why a structural bear market is looming