Market Outlook 2025: Navigating new trade winds

Join us for a timely and insightful discussion on the evolving global market landscape, with a special focus on the latest US tariff measures and their far-reaching implications. As policymakers recalibrate trade dynamics, investors are navigating a new era of uncertainty and opportunity.

In this webinar, Daniel Morris, Chief Market Strategist/Co-Head of the Investment Insights Centre for BNP Paribas Asset Management, will break down the impact of recent US tariff actions on key sectors and explore actionable investment strategies. This session aims to equip you with the insights needed to adapt and position for the months ahead.

Speaker's Profile

Daniel Morris, Chief Market Strategist and Co-Head of the Investment Insights Centre, BNP Paribas Asset Management

Daniel Morris is Chief Market Strategist at BNP Paribas Asset Management (BNPP AM) and co-head of the Investment Insights Centre. In this role, he participates in the firm's investment team meetings to provide a strategic perspective. As co-head of the Investment Insights Centre, he authors and co-ordinates the firm's investment outlooks and thought leadership on asset allocation and investment themes. Daniel represents BNPP AM's house view on assets and the investment outlook to clients, media, and external stakeholders. He joined our company in 2015 and is based in London.

Prior to joining us, Daniel was managing director, global investment strategist at TIAA-CREF, where he was responsible for advising clients and portfolio managers on investment strategy and asset allocation. Prior to that, Daniel was global market strategist at J P Morgan Asset Management, senior equity strategist at Lombard Street Research, and US equity strategist at Bank of America Securities.

Daniel has 24 years of investment experience. He holds a BA in Mathematics from Pomona College, an MBA from The Wharton School of the University of Pennsylvania, as well as an MA in International Economics and Latin American Studies from Johns Hopkins University. Daniel is a CFA Charterholder.