DeepSeek – What Does it Mean for Your Investments?

Monthly Market and Economic Update – February 2025

Peter Flannery  Financial Adviser CFP

“People calculate too much and think too little.”

Charlie Munger

Key Points: 

  • Improved data processing looks like less need for advanced computer chips?
  • At the same time though, data centres scaling up looks set to continue.
  • What is Donald Trump doing?  How will this affect your investments?
  • Interest rate cuts are underway in the US, but for how long?
  • What is the outlook for portfolio performance over 2025?
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