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January 2025 - Monthly House Views
From promises to implementation: where will economic policy go?
At the start of this year, there remains a great deal of uncertainty surrounding the implementation of economic policy choices. In the United States in particular, the new administration will have to prove to what extent the policies promised during the campaign can be implemented. These uncertainties are fuelling fears about the inflation outlook, which is generating volatility in long-term bond yields.
What does this mean for investors and how does it impact our asset allocation?
Learn more in our January 2025 House Views by clicking on the image below: