Bloomberg Intelligence
Globe Braces For Trump Tariffs; Oil Outlook For 2025
Dec 27, 2024
In a fascinating discussion, Katerina Simonetti, a senior portfolio manager at Morgan Stanley, shares her insights on navigating investment strategies as the market braces for change heading into 2025. Dr. Ellen Wald, a senior fellow at the Atlantic Council, analyzes the complex dynamics of the oil market amidst geopolitical tensions and the looming threat of Trump-era tariffs impacting global trade. They highlight the necessity for companies to adapt supply chains and the potential implications on energy policies and inflation.
33:44
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Quick takeaways
- Advisors recommend diversifying across asset classes, including fixed income which is seen as a stable return source in uncertain markets.
- The energy sector is adapting to geopolitical changes and production strategies, highlighting the need for careful management of domestic oil supply.
Deep dives
Client Conversations Focused on Risk Management and Returns
Clients are expressing concerns about the potential for subdued returns in 2025 following two consecutive years of double-digit growth. Discussions center around strategies for capturing portfolio returns, maximizing income, and managing risks associated with expected market volatility. Advisors emphasize the importance of portfolio rebalancing and diversification across various asset classes, including stocks, bonds, and alternative investments, to navigate the uncertain landscape. With a heightened focus on interest rates and inflation, effective risk management strategies become crucial for client portfolios.
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