2025 Investment Themes

Investment Strategy Podcast
Strategy Team

2025 Investment Themes

In this podcast, Edmund Shing, Global Chief Investment Officer and Guy Ertz, unveil the Investment Themes 2025.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
18-12-2024
20 mins

Key messages

  1. Surfing the monetary easing wave 
  2. Infrastructure: the new industrial revolution
  3. Enjoy diversification: still a “free lunch”
  4. Monetising AI
  5. Healthy longevity: the Holy Grail

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DeepSeek, Implications for Global Technology and China Equities?

In this podcast, our Chief Investment Officer in Asia, Prashant Bhayani shares our latest view on DeepSeek development

Prashant Bhayani
Prashant Bhayani
17-02-2025
6 mins
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