Event overview

CPD Accredited Event

After a strong 2024, markets entered 2025 with elevated valuations, higher bond yields, and a very different mix of risks and opportunities. In our first-half outlook, we highlighted easing inflation, resilient growth, US exceptionalism, AI’s monetisation moment, and rising political uncertainty. Some calls held firm – equity earnings proved resilient and AI investment remains a powerful driver – while others, like disinflation and global growth outside the US, faced headwinds.

As we approach the end of the year, join us for a lunch to hear Betashares’ outlook for the remainder of 2025 and into 2026 and explore investment ideas for navigating an unpredictable market environment. The session will feature:

• David Bassanese, Chief Economist, providing his view on the global economy and outlook.
• Tom Wickenden, Investment Strategist, sharing a market update, key investment ideas, and an introduction to Betashares’ new Private Credit Fund in partnership with Cliffwater.

Lunch and beverages will be provided