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Global Quarterly Briefing - Q4 2024

In this episode, we profile key insights from our recent Global Quarterly Roundup with our global Best of Breed™ managers. As we dive into 2025, we reflect on a year marked by significant events and policy shifts. Our managers discuss the impact of Trump's policies on bond markets, the resilience of the real estate sector, and the economic situation in China. They also share perspectives on tariffs, trade policies, and the importance of a conservative approach to equity investments in the current valuations environment.