Talking Markets – US Equities – January 2025
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Learning: Unstructured
American exceptionalism; the Mag 7, or are wider factors at play? In this edition of Talking Markets, Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund shares his outlook for 2025, discussing future Fed rate cuts, Trump’s presidency, the hype and reality of AI, and what all of this could mean for US equity investors.
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