Aaron Tawny’s latest investment and financial planning interview video
In this market update from Tatton Investment Management, Head of Investment Specialists Olivia Geldenhuys reviews the key forces shaping portfolios in 2025 and beyond. She walks through the macro backdrop of interest rates, inflation, growth and geopolitics; highlights where Tatton currently sees the most attractive opportunities across regions, sectors and themes such as AI, small caps, Japan, UK dividends and emerging markets; and explains why staying invested and remaining diversified through bouts of volatility has historically been the most effective way to capture long-term returns.