Stock Market Sector Trends For 2025 (Roundtable Discussion)

Major political shifts have impacted stock markets in 2024. But where next for the companies and sectors most impacted by recent upheavals? In this webinar, we'll dig deeper into the outlook.

This webinar took place on WebinarJam. View the original recording.

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Streamed live on November 21st, 2024

Political upheaval has already had an impact on domestic and international stock markets in 2024. But now there is more clarity on geopolitical landscape, especially in the UK and US, investors can start to manage their portfolios accordingly.

Watch now to hear our analyst team discuss how recent events are shaping their thinking around markets and portfolio management. In this session we'll highlight the different sectors that could be impacted in 2025, and the opportunities and risks we see for investors.

We discuss the potential impact of Trump's tariffs, deregulation, and defence, as well as the impact of the UK's budget on domestic companies that are getting to grips with the realities posed by the new Labour government's budget.

Our analyst team for this discussion

Megan Boxall spent five years working as an investment journalist at the Investors Chronicle, specialising in companies analysis. She is passionate about financial education and helping investors make their money work harder for them.

Megan Boxall

Head of Content

Graham Neary began his career as a technical analyst, working on the fixed income and futures markets for hedge funds and investment bank traders. He then moved over to the buyside where he gained his CFA qualification and learned how to manage equities and fixed income portfolios for a large institution. He's been a full-time stock market analyst and investor since 2009, with the exception of one 'year out', which he used to study Mandarin in China.

Graham Neary

Companies Analyst