Curiosophy: Curiosity Meets Tech
Join us for a fascinating journey through the economic landscape of 2025, where central banks are performing a delicate balancing act reminiscent of cyclists navigating a treacherous mountain descent. In this illuminating episode, we unpack Mercer's latest market outlook, exploring how the global economy is adapting to a new normal of moderating growth and shifting monetary policies.
Travel with us across the global markets as we examine Japan's unexpected economic renaissance, China's deflationary challenges, and the intricate dance of interest rates across developed markets. We'll decode what these shifts mean for your investment strategy, from equity positioning to fixed income opportunities, with special attention to emerging opportunities in Asian markets and the evolving role of the Japanese yen.
Whether you're a seasoned investor or market enthusiast, this episode offers crucial insights into the forces shaping the 2025 investment landscape. Discover how to position your portfolio for the challenges and opportunities that lie ahead in this pivotal year of economic transition.