2025 Q1 Outlooks

Adam Burniston
LGT
LGT
Lead Portfolio Manager, MPS
2025 should hopefully be a moderately positive year.
It will however be a balancing act between a strong US labour force and consumer coupled with increasing government spending vs high valuations, inflation & geopolitical risks and an uncertain rate cut schedule.


Explore the different Outlooks

Alex Brandreth
Luna

Andrew Fargus
Vintage

Andrew Johnston
Aspen

Ben Kumar
7IM

Chris Ainscough
Charles Stanley & Co Limited

Chris Metcalfe
IBOSS

Chris Robinson
Premier Miton

Chris Sutton
Aubrey

Darren Ripton
Abrdn
.avif)
David Aujla
Invesco

David Hood
RBC Brewin Dolphin

Dr Bevan Blair
One Four Nine

Edward Lloyd
Sarasin & Partners

Fahad Hassan
Albemarle
.avif)
Francis Chua
LGIM

Gregoire Sharma
Momentum

Hoshang Daroga
Elston

Jack Byerley
Verso

James Burns
Evelyn Partners

James Saunders
Tatton

Jasper Thornton-Boelman
Parmenion

Julian Menges
Casterbridge

Laurence Boyle
MAIA

Laurentius van den Worm
Timeline

Liam Goodbrand
Charlotte Square

Matthew Hinman
London Tyne

Matthew Strachan
Thorntons

Ollie Rubinstein
City Asset Management
.avif)
Phil Wellington
PortfolioMetrix

Raj Manon
Marlborough

Raymond Backreedy
Sparrows Capital

Robert Hurford
Tribe Impact Capital

Ryan Hughes
AJ Bell

Ryan Paterson
Schroders

Saftar Sarwar
Binary Capital

Scott Mordrick
Barras

Stacey Ash
Rockhold

Stewart Smith
RSMR

Stuart Clark
Quilter

Tom McGrath
8am Global

Will Dickson
P1 Investment Services

William Dinning
Waverton



