Insights
Global Outlooks 2025
2024 finally saw inflation brought under control and interest rates begin to decline. Meanwhile, the geopolitical concerns we saw didn’t lead to slowdown, but if anything those tensions seem to be escalating. So how do we see things playing out in 2025?
Read and watch our thoughts from an equities, fixed income and alts point of view, and see what our Global Chief Investment Officer thinks might happen and where there may be opportunities.
2025 Equity Outlook: New year, new equity drivers?
2025 Fixed Income Outlook: A new environment for bonds
2025 Macro Outlook: How geopolitics will drive markets in 2025
Investment grade – an asset class in a fundamentally very strong place
21 November 2024
Macro Outlook
2025 Macro Outlook: Slower growth amid geopolitical uncertainty, but opportunities remain
2025 Macro Outlook: Slower growth amid geopolitical uncertainty, but opportunities remain
Headwinds are blowing but conditions are supportive, so we see both risks and opportunities in 2025.
19 November 2024
Equity
Equity
2025 Equity Outlook: Will lower rates and strong earnings be enough to keep markets up?
2025 Equity Outlook: Will lower rates and strong earnings be enough to keep markets up?
Going into 2025, strong company fundamentals and trends in innovation could be outweighed by increased geopolitical risk and policy uncertainty.
15 November 2024
Fixed income
Fixed Income
2025 Fixed Income Outlook: A year of opportunity amid economic uncertainty?
2025 Fixed Income Outlook: A year of opportunity amid economic uncertainty?
Soft landing supports bond performance – but will it last?
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