Navigating Investment Themes For 2025

2025-01-28 10:50:00 ET

Summary

• In 2024, we had two major investment themes - extreme innovation & financial excess from the government.
• We think Bitcoin will lead other asset classes in 2025.
• We think stocks are going to continue to benefit from this big innovation wave that we're seeing right now.

Transcript

David Schassler - Navigating Investment Themes for 2025

Hi, my name is Dave Schassler. I'm the head of multi-asset solutions here at VanEck. We manage models. We manage broad asset allocation models, but we also offer more specific thematic models....

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