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Impulsive decisions have drawbacks
'Apple still just tops the league'
US hegemony to stay around
'Asset allocators need to adjust their exposure'
'Expectations for US economy were far too pessimistic in 2024'
And a Happy New Year
Answer lies in 'expanding' focus
'We want to build a new, bolder regime'
Trump's plans causing uncertainty
'Investors, clearly, remain unconvinced'
23 January 2025
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3 min read
