Audio commentary: Unraveling the uncertainties

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

Trade and internal tensions are likely to play key roles in 2025, as potential tariffs and political disruptions cloud the picture.

A more complex equity landscape and the potential for Fed policy shifts mean investors will need to be nimble in 2025.