Investment Ideas for 2025: Trends and Themes

With US elections in the rearview mirror investors have begun to set their sights on 2025. This session will recap year that was in markets including the areas investors have been finding success, the hottest investment trends, where valuations stand now and the market’s reaction to the election. Investors will learn how institutional clients are setting up into the year end and what Wellington’s best investment ideas are for 2025 as well as their expectations for US and global economic growth.

Speaker:
Francesco Maino

Vice President and Investment Strategist, Wellington Management

Francesco collaborates with portfolio managers and macro analysts to communicate the firm’s investment strategies to clients and prospects. His work covers a range of global investment areas, including equities, fixed income, and alternative investments. Before joining Wellington Management in 2018, Francesco spent ten years at Nordea Asset Management as a product specialist and sales support. There, he engaged with clients globally, helping to raise and retain assets across various distribution channels.

Francesco holds a Bachelor’s degree in Economics from the University of Bari in Italy and a Master’s in Business from ESCP Business School in the United Kingdom.