We disposed of our entire stakes in DR Horton and Airbus, and reinvested the proceeds into Talen Energy and Uber. Photo Credit: Bloomberg
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Outlook 2025: Elevated inflation, interest rates and valuations + moderate gains in growth, productivity and capital returns. Where and what to invest in?
As we head towards the end of the year, it is, in line with tradition, time to reassess the global economic situation and lay out our expectations for the parameters that would guide investing decisions for 2025.
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