2025 Midyear Global Market Outlook
We have updated our 2025 outlook. Explore our latest forecasts, strategic views, and expert insights on what’s ahead over the remainer of the year.
Lori Heinel, Global Chief Investment Officer, shares our views on the key trends and developments that will shape the global market landscape in 2025.
1 Macroeconomic Outlook
Evolving Narrative of Resilience
2 Geopolitical Outlook
Slow-Moving Fragmentation Continues
3 Equity Outlook
US Equities Lead; Opportunities Elsewhere
4 Fixed Income Outlook
Favorable Environment for Sovereigns
5 Portfolio Outlook
Look Beyond 60/40 Portfolio
6 Thematic Investing
Gulf Cooperation Council in Focus
7 Thematic Investing
Exploring Transformative Technologies
Implement With Ease
Investment Ideas in Action
Our Global Market Outlook 2025 report offers a comprehensive guide to navigating the most pressing investment topics for 2025.
