Chapters

• A positive year on the financial markets in 2024

  00:00

• The new Trump administration: difficult to measure the economic impact

  00:41

• Public deficits, a growing threat to global economic stability

  01:19

• Structurally higher inflation in the medium and longer term

  02:07

• China is looking to reduce its dependence on the dollar

  02:53

• The euro weakened by economic and political instability in France and Germany

  03:29

• Why is paper money losing value?

  04:03

• Paradoxes in the index-based management boom

  05:05

• Active management, central to investment

  06:09

• Why are there opportunities in European equities?

  08:11

• Gold: the medium and longer term outlook continues to be favourable

  08:50