The Invested

Special: 2025 Market Outlook with Lesley Marks and Steve Locke

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The sweeping Republican victory is expected to have potentially significant implications for geopolitical risk and trade flows, and for the outlook of various asset classes and sectors. On this special episode, Lesley Marks, CIO of Equities, and Steve Locke, CIO of Fixed Income and Multi-Asset Strategies, discuss their market outlook for 2025.

Topics discussed in their conversation include:

  • How an incoming Trump administration could potentially benefit stocks, particularly small caps, and certain segments of the bond market
  • Why the Bank of Canada will need to continue cutting rates in 2025 and potentially more aggressively than expected
  • Why the resource sector may be poised for strong performance in 2025

    • For more insights and perspectives, download our 2025 market outlook.

    This episode was recorded on December 3, 2024.

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