Markets Expectations for 2025

Markets Expectations for 2025

This Wednesday our time, we expect the November 4th US Presidential Election to be decided.

Will it be good news or bad news?

Unclear.

However, Mr Market is expecting interest rates to continue to be cut for most of the developed World in 2025.

Click for table.

Interest rates cuts are good news for almost all assets because they increase the present discounted value of future income but this can also lead to asset price bubbles if the interest rate cuts are too big.

Understand that investing can be confusing but as Benjamin Graham taught, all we need to do is remain invested according to our appetite for volatility and when the next panic takes hold, react by buying more quality assets at discounted prices.

Our business is based on referrals, so if you have family, friends or colleagues that want advice please ask them to contact us.


At Newealth we are always looking to support and promote our clients wherever possible and if you have any ideas or comments, please feel free to call me on +61 2 9267 2322.

Mark Casey

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3 个月

Dejan, thanks for sharing!

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