#28 A new investment reality takes shape Podcast Por arte de portada

#28 A new investment reality takes shape

#28 A new investment reality takes shape

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 Ninety One’s 2025 Capital Market Assumptions was recently published based on data until the end of March, before the Trump tariff shock that so unnerved market participants. But as Daniel Morgan explains, many asset classes have already come full circle. Looking ahead, however, he anticipates a decade of modest returns where outperformance is unlikely to come from broad exposure alone, requiring investors to be more selective.

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