It’s easy to get caught up in a herd mentality, but history shows that thinking differently can pay off in a big way.
Looking beyond market behaviour and taking an analytical approach can help uncover a range of unexpected opportunities. In light of this, five experts shared their ‘shocking’ predictions for 2025 and beyond at Livewire Live. The experts are:
– Kellie Wood, Head of Fixed Income, Schroders
– Vihari Ross, Portfolio Manager, Antipodes
– Bob Desmond, Head of Claremont Global and Co-Portfolio Manager, Claremont Global
– Matthew Kidman, Chief Investment Officer, Centennial Funds Management
– Josh Clark, Portfolio Manager, QVG Capital
Time codes
0:00 – Introduction
0:26 – Kellie Wood sounding the alarm on America’s debt
9:12 – Vihari Ross on the investment cycle to power the next decade
17:45 – Bob Desmond and why we’re at peak AI
23:57 – Josh Clark on why thematic investing will perpetually underperform
29:44 – Matthew Kidman on why a structural bear market is looming
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