What is the speaker's outlook for the year 2025?
Macquarie's Way on 2025 Outlook, Trump Trade, European Markets

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7 questions
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1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Negative due to geopolitical tensions
Positive with solid growth and investment opportunities
Uncertain due to fluctuating interest rates
Neutral with no significant changes expected
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
How does the speaker suggest dealing with inflation concerns?
Adopt a long-term investment strategy
Focus on short-term investments
Invest heavily in real estate
Avoid investing in infrastructure
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What makes the UK market attractive for investment according to the speaker?
Muted valuations and regulatory stability
Lack of competition
Strong currency performance
High valuations and political stability
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is a key factor driving investment opportunities in digital infrastructure?
The AI boom and data center demand
The decline of traditional industries
Decreasing internet usage
Government subsidies
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
How does the speaker view the role of private capital in global infrastructure?
As a minor contributor
As a temporary solution
As unnecessary due to government funding
As crucial for upgrading and building new capacity
6.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the impact of local economies on infrastructure values according to the speaker?
They have no impact
They can both increase and decrease values
They only decrease values
They only increase values
7.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the speaker's perspective on the growth potential in the Gulf and Middle East?
Stable with no expected changes
Limited due to energy dependence
Non-existent due to political instability
Significant due to diversification efforts
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