Investment outlook: Macroeconomics and market shifts in 2025

Investment outlook: Macroeconomics and market shifts in 2025

Ben Byrom is joined by Kevin Boscher and Bob Tannahill to reflect on the key events of 2024 and provide insights into the global macroeconomic outlook for the year ahead. Kevin offers a detailed macro update, considering the implications of Trump’s second term and his policies, while also discussing the long-term economic landscape before Ben and Bob focus in on the investment outlook, with Ben looking at the equity market and Bob covering fixed income strategies. Together, the three explore what is needed for a market broadening, the crucial factors needed to help drive equity performance, and why there is still the risk of volatility (and opportunity) for fixed income investors in 2025.

Ravenscroft Review

Pierre Paul, Holly Warburton and Alex Rich from our discretionary investment management team look back at 2024 and look forward at what 2025 may bring.

Markets, mega-caps, and the macro outlook: Roundtable round up

In the latest episode of the Ravenscroft podcast, we dive into the global economic landscape and touch on the main themes from our recent round table discussion.  Ben Byrom, Kevin Boscher and Bob Tannahill discuss the key points regarding the macroeconomic outlook and how this impacts our multi-manager and direct equity strategies. Together the three try to unpack some of the big questions facing markets: Is the dominance of U.S. markets and the mega-cap stocks sustainable? Where does AI fit in the investment landscape and who stands to benefit? And with inflation shifts and interest rate cuts, what’s the 2024 outlook for investors? Despite ongoing uncertainty, the overall outlook is largely optimistic. Ben, Kevin, and Bob discuss the opportunities this presents and how Ravenscroft is positioning portfolios to benefit from this.

Problem child versus golden child: An update on the Ravenscroft Global Solutions Fund

Following a volatile first half of the year, there is much to discuss when it comes to the Ravenscroft fund range. In our latest podcast, Shannon Lancaster sits down with Sam Dovey to discuss the Ravenscroft Global Solutions Fund, its bottom performer – Schroder Energy Transition – and top performer – Regnan Waste & Water – and the impact ongoing geopolitical uncertainty and stubborn inflation rates have had on these holdings. Despite the challenging macro environment, there are many reasons to be positive, so to end the podcast Sam asks Shannon if there are still reasons to be cheerful when it comes to investments in the environmental solutions space. Spoiler alert – there are many!

Cash management in a changing environment

In our latest podcast Jon Pope and Pierre Paul from our cash management team sit down for a brief discussion about all things cash. Together the pair explain what the Ravenscroft cash management service is, how it works, who it’s for and what the changing interest rate environment means for investors. Amidst this uncertainty, the team addresses common questions such as whether rates will remain high, start to fall, or ever reach the ultra-low 2% again. They also explain why they believe cash investments will continue to play an important role in client portfolios. Pierre also introduces the newest offering from the team, the corporate cash account, explaining how it’s different to a low-interest bank account.