Outlooks – Page 2
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After two strong years, what will 2025 bring?
“2025 will continue to offer opportunities and investors will need to assess the impact of Trump’s policies.”
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The investment landscape in 2025
Pictet Asset Management’s annual outlook provides detail on the defining themes of 2025. We share critical insights into the challenges and opportunities that financial institutions may face.
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Financials: Poised for recovery
The positive economic outlook—highlighted by an increasingly likely soft landing—along with industry-specific green shoots, such as favorable credit conditions, improving loan growth, higher net margins and fee income, and a more accommodating regulatory environment, is poised to drive an inflection point in financial services earnings. These factors should help create a return to capital and a favorable earnings environment through 2026, helping extend positive investor sentiment within financial stocks.
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Global Investment Views - January 2025
A semblance of a goldilocks ahead of Trump’s inauguration
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2024 recap: Resilient despite risks
Markets defied challenges in 2024, delivering strong gains across equities and bonds, supported by investor optimism and resilient economic fundamentals. Entering 2025, a mix of policy clarity and elevated equity valuations suggests a cautious but optimistic outlook for U.S. growth. Key risks—including trade policy and the Federal Reserve’s evolving ...
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Fed and ECB cut rates, BoJ and BOE on hold
“The Fed’s hawkish tone signals that the Central Bank is incorporating a more uncertain outlook. This calls for keeping a tactical approach to bond investing.”
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Fed 2025 outlook: A fragile balancing act
The Federal Reserve’s cautious policy stance reflects a challenging economic backdrop heading into 2025. Sticky inflation, resilient growth, and uncertainty around the incoming administration’s policies have constrained the Fed’s ability to ease aggressively. While our forecast anticipates three rate cuts next year, the path forward will depend heavily on inflation progress and labor market conditions.
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Germany’s path ahead
In Germany, the poor economic performance of the last two years has taken centre stage.
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Key Investment Themes 2025
The global economy avoided recession for a second year. Inflation began to cool and the major central banks embarked on a new cycle of interest rate cuts. However, geopolitical risk rose against the backdrop of a particularly busy election calendar around the world.
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2025 Perspectives: Optimism through the obstacles
2025 arrives on the heels of remarkable resilience in global markets. However, investors face a world still shaped by uncertainty—from deglobalization and slowing growth in developed economies to resilient U.S. equities, elevated policy risks under the incoming Trump administration’s tariff threats, and persistent inflationary pressures in the U.S. In 2025 Perspectives, our leading investment experts highlight the themes that will impact portfolios and drive market performance in the year ahead.
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Closing Bell 2024 : ‘Immaculate disinflation’ and the ‘Magnificent Seven’
2024 was another good year for tech stocks and equities overall
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Outlook 2025: Trumponometer
Our Annual Outlook provides our key views and investment implications for the coming year
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2025 Outlook: We have seen this movie before
As we head into 2025, it is hard not to notice several parallels with the past; it feels like we have seen this movie before.
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Allview: Market Risk Monitor - December 2024
Each month, Allspring’s Investment Analytics team assembles a top 10 list of market risks that it believes have the potential to influence investment portfolios.
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Front runners: The property types more likely to benefit from rising AI adoption
In the first installment of our artificial intelligence (AI) and real estate series, we introduce a framework to analyze the impact of the rising adoption of AI technologies on the commercial real estate environment.
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Various tailwinds support private markets
In our Private Markets Outlook 2025, we outline why we expect direct lending and real estate debt to perform strongly; while in the UK, the new government’s Autumn Budget contained positive signals for infrastructure development.
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Will the equities rally continue in 2025?
Our Equities Outlook 2025 outlines why the Republican sweep in the US election could have wide-reaching implications for stock markets, currencies, commodities and foreign countries.
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Another banner year for liquidity?
Investors won’t forget near-zero yields in a hurry. Liquidity – and the healthy returns on offer – will remain king in the coming year.
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Outlook 2025-2026: Trump-starting the global economy
2025 may be characterised by divergence across the world’s main economic regions, around three dimensions: underlying growth, fiscal policy, and monetary policy
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The Chief Economist view: Divergence
2025 may be characterised by divergence across the world’s main economic regions, around three dimensions: underlying growth, fiscal policy, and monetary policy.