As we step into 2025, the financial landscape is set for some exciting twists and turns. Geopolitical dynamics, especially the evolving U.S.-China relationship, are stirring the pot, influencing trade and the tech race. Artificial intelligence and cryptocurrency are at the forefront, creating fresh opportunities and challenges. Add to that the political shifts with the new U.S. administration, and it's clear: staying informed and adaptable is key. Join us as we chat with Chantelle Baptiste from Fairtree about these developments and how they might shape our investment strategies.
Learning outcomes:
Dissecting the Geopolitical Landscape
We will tackle the global and local political and macro landscapes , getting to grips with the geopolitical dynamics at play, as Trump tariffs take centre stage. Also under the microscope will be possible responses from key trade partners, and their implications for a South Africa Government of National Unity still in its infancy.
Portfolio Construction in Uncertainty
Constructing a portfolio in a volatile financial market requires diversification and nimble, active management. How can we mitigate risk in an ever-evolving environment?
Equity Ideas for 2025
The thinking behind how to position for many unknowns, across a variety of sectors.
