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Global Perspectives: The best sector opportunities in 2025
4th December 2024 • Global Perspectives • Janus Henderson Investors
00:00:00 00:27:29

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Interest rates, deregulation, and election outcomes could lead to new sector winners and losers.

Portfolio Managers Josh Cummings and John Jordan explain why even as the outlook for earnings growth is strong for 2025, uncertainty around government policy, as well as the evolution of AI and rate moves, argue for a bottom-up approach to investing.

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