OUTLOOK | 2025Building on strength
2025 presents an opportunity for investors to build on strength and fortify portfolio resilience. Economic balance, rate cuts and capital investments in AI, energy and infrastructure are poised to drive growth and economic evolution.
Global policy easing
The global economy is in a better state of balance, allowing global central banks to cut rates and support economic growth. Falling rates could impact everything from U.S. housing to European productivity. Among the questions we consider: Should investors follow past falling rate playbooks and buy cyclical assets such as emerging markets? Will dealmaking rebound?
Capital investment
Policymakers are focused on bolstering growth, profit-flush companies have money to spend and three powerful trends require enormous capital infusions: artificial intelligence (AI), power and energy and security. How close are robotics and automation to becoming a part of daily life? What sector is most exposed to AI disruption?
Election impacts
In the wake of the November U.S. election, investors are pondering the trajectory for sovereign debt and deficits and considering what election results around the world tell us about the power of anti-establishment movements. What is the outlook for tax policy? Will anti-trust sentiment continue?
Portfolio resilience
To protect the recent surge in household wealth and manage increased macroeconomic volatility, clients need resilient portfolios. This could mean a greater focus on income, returns that are less correlated to stocks and bonds and strategies that provide downside protection without foregoing potential returns. Where should investors focus?
Investment landscapes
2025 will be characterized by new frontiers in an evolving investing landscape. Among them, evergreen alternatives (investment funds with no fixed date of maturity) and sports investing. Who wins in the 21st century space race? How is the “new normal” work-life balance changing cityscapes?
GLOBAL PERSPECTIVES
Europe
The downturn in global industrial activity has challenged the broad outlook for Europe, but innovative and profitable European companies could benefit from AI, infrastructure and security investment.
Asia
When it comes to investing in China and other emerging markets, understanding the nexus of economic growth and corporate profits is key.
Latin America
The Latin America story offers useful lessons on the macro implications of when central bank policy, political rhetoric and “fiscal activism” intersect. Investors should take note.
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Outlook 2025: Building on strength
This past year's market gains offer a strong foundation and the flexibility to explore new strategies moving forward. As you consider an action plan for 2025, join our investment team as they explore our 25 Outlook and provide a range of ideas to help plan for the year ahead.
We believe 2025 will be the year of:
- Easing global policy: We believe interest rates will fall and economies will expand.
- Accelerating capital investment: The path is uncertain, but the impact could be massive.
- Understanding election impacts: Capitalize on dislocations in real estate, private equity, small and medium cap equities now.
- Renewing portfolio resilience: Consider diversifying and investing in security, defense and infrastructure.
- Evolving investment landscapes: Don't let them disrupt your plans.