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What next for 2024’s winners: silver, cyber security and US stocks?
As we start a new year, we’re looking back at a selection of strong performing assets from 2024 and their outlook for 2025. Part 2 of this two-part series covers silver, cyber security and a barbell approach to investing in US large cap quality and value. You can find part 1 covering Bitcoin, Japan and Small Cap Emerging Markets. Silver rose 21% in 2024, marking one of the strongest commodity performers of the year. Silver’s strong correlation to gold played a key role, as geopolitical tensions and looser monetary policies pushed gold prices to all-time highs. Despite manufacturing activity in Europe and China ... (full story)