The Evelyn Partners Investment Outlook Video: Picking 'Top Trumps' in 2025

As we start 2025, global markets resemble a high-stakes game of ‘Top Trumps’. Investors can play their best hands if they us financial and economic data to gauge where the best investment opportunities lie and what to avoid

The value of investments can fall as well as rise and that you may not get back the amount you originally invested.

Nothing in these briefings is intended to constitute advice or a recommendation and you should not take any investment decision based on their content.

Any opinions expressed may change or have already changed.

Published on 13 Jan 20251 minute read

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Episode overview

President Donald Trump’s policies could have an impact on the markets so it’s important to understand which ones could favour equities, bonds and various other investment assets.

Top themes to consider in 2025 include the possibility that equities will outperform government bonds, that US equities will continue to remain exceptional and that the sustained demand for bullion will continue to lift the gold price.

But there are risks too. These include bond market uncertainty, concentration risk and geopolitical tensions.

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