Investment Outlook 2025
Pushing the Boundaries
Our Investment Outlook covers all the big issues facing investors, from US economic policy and AI investing, to portfolio diversification, Chinese stimulus and European equity valuations.
This paper, written by David Kelly, Gabriela Santos and Stephanie Aliaga, discusses the potential Republican sweep in the US elections, and the investment implications.
Uncover the challenges and opportunities shaping Europe's economic future.
Explore the UK equity market's potential for recovery. Learn how shifts in corporate behaviour, supportive policies and an economic upswing can help drive demand for UK stocks.
This paper addresses the impact of Beijing’s coordinated policies on the recent Chinese equity market rally, and the long-term investment implications.
Explore the fiscal challenges and tough choices facing the UK's new chancellor, Rachel Reeves, as she prepares her first budget.
Understand why the US labour market is cooling and what it means for the economy.
Explore our article on whether a slowing US economy challenges expectations for corporate earnings.
Read our latest On the Minds of Investors article to understand what the outcome of the French National Assembly elections could mean for investors.
We explore what the UK election means for the economy and markets.
Japanese equities are in the spotlight, but investors should be mindful of the risks as well as the opportunities
We explore the potential economic and market scenarios stemming from escalating tensions in the Middle East.
Europe has made structural improvements and we think investors should sit up and take notice.
We look at why we think investors should look to diversify their exposure to the magnificent seven US stocks.
This paper, written by Tilmann Galler and Chaoping Zhu, discusses the recent Chinese economic data releases and the investment implications.
This paper, written by Chaoping Zhu, Marcella Chow and Tilmann Galler, discusses the outlook of China and policy implications.
Understand the drivers of small cap valuations and find out why small cap stocks could still offer attractive opportunities for long-term investors.
Read about the complex issues at the heart of measuring the financial impact of ESG investing.
Green bonds are attractive instruments for working towards positive environmental benefits. Find out why demand for green bonds from investors is expected to continue to grow.
A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.
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