Market Outlook 2025: HSBC's Joe Little on Global Investment Strategy

In this insightful episode, HSBC Asset Management's Chief Investment Strategist Joe Little joins Chris Beauchamp and Aaron Bright to discuss the critical investment themes for 2025. They explore US market exceptionalism, the potential impact of Trump's policies on global trade, and emerging market opportunities in regions like Asia and Latin America.

Little shares valuable insights on inflation concerns, European market valuations, and the fascinating shift in emerging market dynamics. The conversation delves into the concept of 'grey rhinos' - visible but unpredictable risks - while highlighting potential positive catalysts that could shape market performance.

This episode offers a balanced view of both challenges and opportunities in the global investment landscape, making it essential viewing for investors seeking to understand the key market themes for 2025. The discussion particularly focuses on the growing importance of selective, active investment approaches in an increasingly complex market environment.

Chapters:
00:00:00 Introduction & Welcome
00:00:41 Meet Joe Little: HSBC's Chief Investment Strategist
00:02:08 2024 Market Performance Review
00:03:39 Risk Assets & Market Resilience
00:05:57 US Market Exceptionalism
00:08:31 Market Concentration & The Magnificent Seven
00:08:56 Soft Landing Scenarios & Policy Uncertainty
00:11:41 Trade Policy & Market Volatility
00:13:03 Global Inflation Outlook
00:15:44 Emerging Markets Strategy
00:19:23 Regional Investment Opportunities
00:20:59 European Market Analysis
00:22:00 UK Market Valuations
00:25:40 Small Cap Market Potential
00:28:50 Key Investment Risks for 2025
00:31:14 Positive Market Catalysts
00:35:02 Historical Events on This Day
00:36:30 Closing Remarks

Subscribe ► https://www.youtube.com/IGUnitedKingd...
Learn how to trade with IG: https://upl.inc/the-world-of-ig

We provide fast and flexible access to over 17,000 financial markets – including indices, shares, forex and commodities – through our award-winning range of platforms and apps.

Established in 1974 as the world’s first financial spread betting firm, we’re the world’s No.1 provider of CFDs and spread betting* and a global leader in forex. We also offer an execution-only share dealing service in the UK, Ireland, Germany, Austria and the Netherlands.

Our range of affordable, fully managed investment portfolios rounds out our comprehensive offering to investors and active traders. Through our low fees and smart price-sourcing technology, we help traders keep their costs down.

Spread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 69% of retail investor accounts lose money when trading spread bets and CFDs with this provider†. You should consider whether you understand how spread bets and CFDs work, and whether you can afford to take the high risk of losing your money. Professional clients can lose more than they deposit.

Based on revenue excluding FX (published financial statements, February 2023).
† For the 12 months preceding 1 July 2023.