Market Outlooks 2025 Part II
What will 2025 bring? Find out in these outlook pieces
We present some of the latest outlooks published in recent weeks—there are (a lot) more to come, so stay tuned!
2025 Real Estate Regional Outlooks (PGIM Real Estate)
As property value declines subside, PGIM Real Estate focuses on the outlook for the 2025 global real estate landscape.
2025 Investment Outlook (Amundi)
For compliance reasons, this paper is NOT accessible in the United States
Investors are in an unconventional economic cycle e phase, characterized by a positive outlook alongside anomalies, such as market concentration and excessive debt levels.
2025 Global Private Equity Outlook (Dechert LLP)
The first three quarters of 2024 saw 6,792 buyout transactions worldwide, just a 1% decrease on the same period in 2023.
No (Soft) Landing in 2025 (Robeco)
Robeco’s one-year outlook asks how the U.S. economy might fare in the months ahead. Tune in for an engaging conversation.
Active Fixed Income Perspectives Q4 2024: Temperature Check (Vanguard)
For compliance reasons, this paper is only accessible in the United States
The Bloomberg U.S. Aggregate Index soared in the third quarter, with its 5.20% advance representing the second-highest quarterly return since 1996.
Bank Outlook 2025: Bank Risks and Market Shifts (ING)
With lending growth improving only gradually, sustainable loan portfolios will grow modestly next year.
The Global Economy Is Forecast to Grow Solidly in 2025 (Goldman Sachs)
The world’s largest economy is expected to grow faster than other developed-market countries for the third year in a row.
Trump’s Second Act: What to Expect in 2025 and Beyond (PIMCO)
In an extraordinary political comeback, former President Donald Trump secured a second, non-consecutive term in the White House —a feat only accomplished previously in 1893.
Global Real Estate Investment: 2025 and Beyond (Savills)
Next year, North America is forecast to be the fastest-growing region, with investment of US$575 billion—a 38% increase on the year.
Liquidity Crunch 2025: Refinancing Crisis Incoming? (CrossBorder Capital)
Michael Howell, managing director of Cross Border Capital, joins Maggie Lake to discuss the liquidity landscape, the U.S.' debt problem, and why inflation remains a major threat.