31 July 2025
In this episode of Hymans Robertson On... Investment, Ben Farmer is back in the hosting chair to bring you a mainstay episode in the form of a Capital Markets mid-year update for 2025.
Ben is joined by Chris Arcari, Head of Capital Markets at Hymans Robertson, and Torsten Slok, Chief Economist at Apollo Global Management, to take a look at market movements from the first half of 2025 and discuss what we might expect to see in the second half of the year.
Throughout the episode, our experts cover:
They round off the episode with some practical takeaways:
If you have any questions, or would like to discuss any of the topics covered further, please get in touch.
Investment Perspectives - July 2025
Chief Economist, Apollo Global Management
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