For many investors 2024 was a good year, but what about 2025? On this episode of Market Points, Hugo Ste-Marie, Director, Portfolio and Quantitative Strategy, Global Equity Research, breaks down some key themes that will shape the investment landscape this year.He tells us where he thinks markets may head, where there may be opportunities as well as risks, the possible impact of a new administration in the U.S., and much more.

For many investors 2024 was a good year, but what about 2025? On this episode of Market Points, Hugo Ste-Marie, Director, Portfolio and Quantitative Strategy, Global Equity Research, breaks down some key themes that will shape the investment landscape this year. He tells us where he thinks markets may head, where there may be opportunities as well as risks, the possible impact of a new administration in the U.S., and much more.

For many investors 2024 was a good year, but what about 2025? On this episode of Market Points, Hugo Ste-Marie, Director, Portfolio and Quantitative Strategy, Global Equity Research, breaks down some key themes that will shape the investment landscape this year.He tells us where he thinks markets may head, where there may be opportunities as well as risks, the possible impact of a new administration in the U.S., and much more.&nbsp;

2025 Market Outlook – 8 key themes to watch for this year

Dive into the latest trends and expert analysis with the Scotiabank Market Points podcast series. Each episode brings you timely insights from Scotiabank Global Banking and Markets leaders and experts. Listen now.

Important Disclosures:
This communication does not constitute investment advice or any personal recommendation to invest in a financial instrument or “investment research”. This communication is provided for information and discussion purposes only. An investment decision should not be made solely on the basis of the contents of this communication. It is not to be construed as a solicitation or an offer to buy or sell any financial instruments and has no regard to the specific investment objectives, financial situation or particular needs of any recipient. The information in this communication is based on publicly available information and although it has been compiled or obtained from sources believed to be reliable, such information has not been independently verified and no guarantee, representation or warranty, express or implied, is made as to its accuracy, completeness or correctness. Past performance or simulated past performance is not a reliable indicator of future results. Forecasts are not a reliable indicator of future performance. For all legal disclosures, please visit https://www.gbm.scotiabank.com/en/legal.html

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Dive into the latest trends and expert analysis with the Scotiabank Market Points podcast series. Each episode brings you timely insights from Scotiabank Global Banking and Markets leaders and experts. Listen now. Important Disclosures: This communication does not constitute investment advice or any personal recommendation to invest in a financial instrument or “investment research”. This communication is provided for information and discussion purposes only. An investment decision should not be made solely on the basis of the contents of this communication. It is not to be construed as a solicitation or an offer to buy or sell any financial instruments and has no regard to the specific investment objectives, financial situation or particular needs of any recipient. The information in this communication is based on publicly available information and although it has been compiled or obtained from sources believed to be reliable, such information has not been independently verified and no guarantee, representation or warranty, express or implied, is made as to its accuracy, completeness or correctness. Past performance or simulated past performance is not a reliable indicator of future results. Forecasts are not a reliable indicator of future performance. For all legal disclosures, please visit https://www.gbm.scotiabank.com/en/legal.html

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2025 Market Outlook – 8 key themes to watch for this year

2025 Market Outlook – 8 key themes to watch for this year

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