Market Outlooks 2025 Part VI
Does 2025 mark the beginning of a new era for markets?
This collection of outlook pieces for 2025 presents investors with outstanding research papers that touch a wide range of markets and asset classes, from equities to private credit.
2025 Global Investment Outlook (Northern Trust Asset Management)
Changes in government policies, the path of the global economy and interest rates, and market conditions, will likely impact portfolio performance.
2025 6 Key Themes (MFS)
For compliance reasons, this paper is only accessible in certain geographies
As investors look to 2025, a number of key themes are expected to shape macro and market conditions.
Dead Reckoning: Investing Lessons from the High Seas (Mawer IM)
The ocean of markets is vast and unpredictable, and the tools and guideposts available—while predicated on sound principles—are often unreliable in practice.
Fixed Income Perspectives: Q1 2025 (Capital Group)
For compliance reasons, this paper is only accessible in certain geographies
Against a backdrop of solid economic data, the Fed signaled fewer cuts in 2025 given its expectations for slightly higher core PCE inflation.
Private Credit Outlook 2025 (With Intelligence)
While continuing U.S. exceptionalism and expectations for global monetary policy easing should be supportive for growth, valuations in some risk sectors appear stretched.
Outlook 2025 – Keep On Truckin' (Goldman Sachs Wealth Management)
Where should investors look for the right opportunities if they want to give a new luster to their equity holdings?
Made in China 2025 (Bloomberg Intelligence)
China's role as a top economy and heavy-weight technology player will continue to remain important for allocators in 2025 and beyond.
Top Investment Considerations for Insurers 2025 (Mercer)
For yield-oriented investors, the exploration of credit instruments—public and private—reveals a treasure trove of yield opportunities.
Top Cleantech Trends for 2025 (S&P Global)
In 2025, clean energy technology is set to surpass investments in upstream oil and gas for the first time.
2025 U.S. Health Care Outlook (Deloitte)
65% percent of health care executives identified “developing growth strategies to increase revenue” as a priority, making it the top action for 2025.
