We are pleased to present our 2025 outlook. This report offers a thorough analysis of the key trends, opportunities, and challenges anticipated in the global investment landscape for the upcoming year.
Highlights include:
Global Bond Markets – Are US 10 year Yields Headed to 6%?
A Transformative Era for investing in Global Bond Markets
Why the US Equity Market Might Just Keep Going….for Now.
Eurozone: Deepening Malaise but Will a Consensus Build to Meet the Emerging Challenges in 2025?
Potential Buying Opportunity: Breaking the UK’s ‘Gloom Loop’
The Path of Japan’s Economic Normalization in 2025: Implications for Equities, Bonds, and Real Estate Markets
Asia’s Evolving Opportunity
Developments in ESG Investing in 2024: Opportunities and Challenges Amidst Climate Risks, AI Growth, and Resource Scarcity
Ageing Societies as Ageless Societies: A Global Opportunity in 2025 and Beyond
Infrastructure Investing – The Opportunity in Data Centre Energy
2025 Commodity Markets Outlook: Steady and Maybe Unspectacular
Gold Market Outlook for 2025
This paper would be instrumental in guiding your investment decisions. Should you have any questions or wish to discuss the findings, please do not hesitate to contact us.