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Fixed Income 2025: Rates make return journey
After navigating an interest rate hiking cycle, fixed income investors face a completely different challenge in 2025.
Equities 2025: New avenues
A decisive US election, political ructions in Europe, and Chinese fiscal action spell more volatility for stock markets in 2025. And new roads to returns.
Multi Asset 2025: Late cycle with a twist
We are positive on risk assets despite being later in the cycle.
Private Assets 2025: Time to diversify beyond public markets
Investors would do well to counterbalance their public holdings by increasing exposure to private investments.
Macro 2025: US poised to reflate
A material shift in politics makes reflation of the US economy our base case for 2025.
Outlook 2025: All change
The year ahead promises a different environment for financial investors, but it is clear earnings in many areas will improve and the global mood is positive.
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