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10 January 2025 -
Market commentary
Asset Allocation Overview : Q4 2024
Navigating a turbulent world
- The global equity market hit a record high during calendar Q4 2024, but the period was not without its risks.
- November’s US election result saw a Republican clean sweep of power, heralding significant change for markets.
- We continue to prefer equities over bonds, looking for a broadening of performance beyond megacap tech in 2025.
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