Episode 46
2025 primer: 2024 recap, inflation risk and new opportunities
Talking Capital · Capital Generation Partners
January 9, 202530m 50s
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Show Notes
In this episode, Ian and Robert discuss:
- 2024 recap: how should we reflect on 2024, where did we see surprises and how did the opportunities we had highlighted previously perform?
- Inflation: how are we positioning portfolios for a potential period of higher inflation?
- 2025 opportunities: what are the key opportunities for the year ahead?