Markets Outlook

Lead Content

2025 Investment Outlook (Amundi)

In 2025, identifying the opportunities created by policy choices and geopolitical shifts will be as important as…

2025 Capital Market Assumptions (Verus Investments)

Capital Market Assumptions guide our advice and recommendations. They reflect the best judgments of our research…

Latest posts

China Economic Outlook (BBVA)

Chinese authorities have promulgated a large size stimulus package to support domestic growth, amid Trump's win in…

Euro Area Outlook 2025: Under Pressure (Goldman Sachs)

Our European economists in Goldman Sachs Research expect 2025 to be another challenging year for the Euro area…

HIGHLY RATED

TOP RECENT POSTS

The Red Thread: The Diversification Edition (UBS AM)

Unearthed: Digging into China’s New Economic Stimulus Package (World Gold Council)

Allocating to Commodities for the Long Run (PGIM DC Solutions)

QT or Not QT? (MetLife IM)

2024 Q4 Capital Market Assumptions (PGIM Quantitative Solutions)

2025 Investment Outlook (Invesco)

Deep Waves: The Paradoxical Trinity of Defense (Franklin Templeton)

Monthly Market Review — October 2024 (Wellington Management)

The Road Ahead 10 for 10: Ten Themes for the Next Ten Years (Man Group)

Latin America: The World's Copper Stronghold (CSIS)

AI Eats the World (Benedict Evans)

Euro Area Outlook 2025: Under Pressure (Goldman Sachs)

China Economic Outlook (BBVA)

2024 U.S. Election: 5 Things to Know (KKR)

view more

ALL TIME

Five Mega Forces Shaping Tomorrow’s Returns (Special Report, 2023)

Portfolio Positioning in a Shifting Environment (Special Report, 2023)

The re-globalization Megatrend (Special Report, 2023)

Micro Caps: Is Now the Time? (Special Report, 2023)

Discovering Sources of Alpha and Diversification in Fixed Income (Special Report, 2023)

2023 Bond Outlook: The long view (Special Report, 2023)

Investment Outlook: Setting the stage for 2023 (Special Report, 2023)

Sustainable Goals in Sovereign Investing (Special Report, 2023)

Fixed Income: Winners and losers during regime change (Special Report, 2022)

2022 Mid-Year Outlook: The balance of power (Special Report, 2022)

Deconstructing the Drivers Behind Our Global Markets Outlook (Vanguard)

Fixed Income: Are the rules changing? (Special Report, 2022)

view more

Top Picks

Savvy Investor

Market Outlooks 2025 Part II

Here are some of the latest outlook pieces we have seen in recent weeks...

Savvy Investor

Investment Content Club 2024 Award Winners

Congratulations to our 2024 Award Winners This year's competition featured outstanding…

Savvy Investor

Investment Content Club 2024 Award Winners

Congratulations to our 2024 Award Winners This year's competition featured outstanding…