Martin Romo, Chairman and Chief Investment Officer at Capital Group, and Pramod Atluri, a fixed income portfolio manager, share insights on the economic landscape for 2025. They discuss inflation trends and interest rates as key factors influencing investments. The impact of the incoming Trump administration on global markets is a focal point, along with the opportunities in U.S. versus international equities, particularly in technology and energy. Expect higher yields as they advocate for balanced investment strategies in a recovering economy.
