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2025 primer: 2024 recap, inflation risk and new opportunities

In this episode, Ian and Robert discuss:

2024 recap: how should we reflect on 2024, where did we see surprises and how did the opportunities we had highlighted previously perform?

Inflation: how are we positioning portfolios for a potential period of higher inflation?

2025 opportunities: what are the key opportunities for the year ahead?

The skinny

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