Our 2025 Radar: Key Investment Themes And Opportunities
Source: SeekingAlpha
2025-02-22 04:00:00 ET
Summary
- The starting point for base rates across fixed income markets is as attractive as it has been for 15-20 years.
- US consumer spending exhibited a relatively high level of resilience in 2024, despite still-high interest rates and inflation negatively impacting the lower-income consumer cohorts.
- 2025 could be the year when Chinese consumer sentiment improves and the country flips from being a headwind to a tailwind for many companies in the consumer sector.
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Our 2025 Radar: Key Investment Themes And Opportunities
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