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 our thoughts from an equities and fixed income point of view, and see what our Global Chief Investment Officer thinks might happen and where there may be opportunities.
Will lower rates and strong earnings be enough to keep markets up?
Slower growth amid geopolitical uncertainty, but opportunities remain
Investment grade – an asset class in a fundamentally very strong place
A year of opportunity amid economic uncertainty?
21 November 2024
Macro Outlook
Global Chief Investment Officer
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
Global Head of Equities
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
Global Head of 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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