Outlooks: Q4 2024 and 2025

What asset managers expect the world to look like

We present a handpicked collection of outlooks to help allocators make the best decisions as 2024 draws to a close.

Global Outlook 2025 (MetLife IM)

A slowing manufacturing industry, driven by lower production, demand, and exports, has contributed to lower global growth overall. Will this trend continue?

Alternative Opportunities Q4 2024 (Invesco)

Real asset and alternative credit yields continue to remain elevated relative to their long-term averages. Where can allocators find opportunities?

What Goes Up, Must Come Down: Q4 2024 Outlook (Nuveen)

The Fed’s current projections indicate that this cutting cycle may be slow and long, as in the 1995 and 2000 easing cycles.

Fixed Income Perspectives Q4 2024 (Capital Group)

For compliance reasons, this paper is only accessible in certain geographies

The authors of this report expect global growth to remain broadly positive, albeit at a slower pace. Will this transpire as anticipated?

Quarterly Chartbook Q4 2024 (Charles Schwab)

Segments of the U.S. economy, like manufacturing, that fell into recessionary territory last year have started to show hints of bottoming out.

2025 Commercial Real Estate Outlook (Deloitte)

The global economic recovery has been uneven across geographies, and this will likely continue. This has consequences for real estate investors.

FI Outlook – What May Come in the U.S. and the Eurozone (BNP Paribas AM)

The final quarter of 2024, for fixed income investors in Europe as well as in the U.S., will be defined by the election outcome in the Land of the Free.

Mirova Outlook – October 2024 (Natixis IM)

For compliance reasons, this paper is NOT accessible in the United States and Canada

This report shows that the U.S. election, although crucial, is not the only macro-event that allocators need to focus on.

World Energy Outlook 2024 (IEA)

Clean energy transitions have accelerated sharply in recent years, shaped by government policies and industrial strategies, but there is more near-term uncertainty.