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Global Markets - January 2025
Webinars • Global Markets - January 2025
Join us for our January Global Market Review webinar, as we break down the latest trends shaping global markets. Omer Chowdhry, Head of Global Fixed Income and Multi Asset Strategies at Aditum provides real-time insights into equity movements, fixed income opportunities, and key macroeconomic developments to help you stay informed and ahead of the curve.
Key Topics Covered:
Equity Markets – January’s Trends & Takeaways
- Market pullback due to rising long-term rates and tariff concerns
- The impact of China’s Deepseek AI release on semiconductors and tech
- Inflation easing – how it influenced market relief
AI & Mega-Cap Tech: January’s Winners & Losers
- Deepseek AI's cheaper build shakes semiconductors, but Nvidia remains crucial
- Strong demand for AI chips – was the sell-off a buying opportunity?
- Volatility Index (VIX): What January’s market sentiment tells us
Fixed Income & Interest Rate Shifts
- Credit spreads tightened – was there still alpha in fixed income?
- Treasury market reactions to Trump’s tariff & fiscal policies
- January’s inflation print: How it influenced rate expectations
Global Economic & Commodity Trends – January Review
- US Labor Market: Strong but Showing Cracks? – Elevated continuing claims vs. wage pressures and what the data revealed.
- China & Japan Market Watch – Key developments in Asia’s largest economies and their global impact.
- Brent Oil & Gold: Commodities in Review – Gold’s continued rise driven by central bank buying and safe-haven demand, along with key macroeconomic trends shaping oil markets.
HCM Fund Performance – Our Approach in January
- Moderate & Adventurous Portfolios – positioning for risks and opportunities
- Why Nvidia, gold, and liquidity-driven equities were key themes
Take the next step in optimising your investments—book a meeting with our team today. Get expert insights, discuss your financial strategy, and explore new opportunities to stay ahead in the market.
Our Speakers
Omer Chowdhry
Head of Global Fixed Income and Multi Asset Strategies
Omer Chowdhry is an experienced portfolio manager with over a decade of portfolio management and trading experience, with considerable expertise covering Global Fixed Income Markets and Equities. Prior to joining Aditum in April 2021, Mr. Chowdhry spent 5 years at Union National Bank as AVP and Manager in their Treasury and Investment Department. He also spent 5 years as Senior Equity Trader at T3 Trading Group, New York.
Mr. Chowdhry holds a BSc Mathematics from University of Michigan at Ann Arbor and MBA from Cornell University.
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