Markets and Investment Outlook 2025 in partnership with Barclays

In today’s fast-changing world, strategic clarity is crucial. We were therefore thrilled to host this morning’s LTC breakfast with Barclays Private Bank, featuring insights from Julien Lafargue, Chief Market Strategist, and Andrew McDougall, Head of Geopolitical Risk, on navigating market shifts and geopolitical risks.

 

Our speakers offered timely perspectives on two sides of the same coin: understanding where the world is headed, and how best to position for it. Discussions covered the importance of understanding the people behind markets and focusing on genuine productivity gains – especially in the AI era. The evolving US–China dynamic, critical minerals, and the role of economic competitiveness in global leadership were also key topics.

 

While Europe’s role remains uncertain, areas like AI, quantum computing, defence and security are gaining momentum, along with space technology - a frontier sector attracting growing interest from strategic investors. LTC portfolio company Space Forge is leading this charge, strengthening Europe’s position in a domain that is set to define the next era of technological and geopolitical influence.

 

The takeaway for investors? Diversify across geographies and asset classes. At LTC, we believe that with public markets volatile, private markets – particularly secondaries – offer attractive long-term growth opportunities.

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