Investment Institute
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Outlook 2025: Trump-starting the global economy
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There is much uncertainty over future US policy, but growth, stable inflation and lower interest rates should support markets. Fundamentally, we believe the outlook remains favourable for both bonds and equities in 2025.
INVESTMENT INSTITUTE
OUTLOOK 2025
What will 2025 mean for the global economy and investment returns?
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291 results
All insights
Take two: ECB cuts rates again; US inflation ticks higher
Market Views
Market Updates
Take two: ECB cuts rates again; US inflation ticks higher
Record highs, positive sentiment – what could possibly go wrong?
Market Views
Market Updates
Record highs, positive sentiment – what could possibly go wrong?
Pensions investment outlook 2025: US policy uncertainty clouds road ahead
Market Views
Annual Outlook
Pensions investment outlook 2025: US policy uncertainty clouds road ahead
Insurance investment outlook 2025: Navigating evolving markets and regulations
Market Views
Annual Outlook
Insurance investment outlook 2025: Navigating evolving markets and regulations
Gilles Moec Macrocast: Dry Powder: Ready to Fire, or Collecting Dust?
Market Views
Macroeconomics
Gilles Moec Macrocast: Dry Powder: Ready to Fire, or Collecting Dust?
Take two: Global growth to remain steady in 2025 before easing; Eurozone activity at 10-month low
Market Views
Market Updates
Take two: Global growth to remain steady in 2025 before easing; Eurozone activity at 10-month low
Long-term returns: Is Trump a threat to equity dominance?
Market Views
Market Updates
Long-term returns: Is Trump a threat to equity dominance?
The CIO view: Shifts in the balance of risk and return
Market Views
Annual Outlook
The CIO view: Shifts in the balance of risk and return
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