Insights from Apollo, ING, Nuveen, and more!
Explore this handpicked selection of timely outlook pieces from global asset managers, institutions, and investment banks, covering possible direction of key markets and economies in 2025.
2025 Outlook (PGIM Quantitative Solutions)
Following strong 2024 returns, risk asset valuations are historically extended, with U.S. large-cap stocks trading at around 22x forward earnings.
Global Fixed Income Outlook 2025: Setting the Pace (Nuveen)
While rates may have peaked in many—but not all—developed bond markets, the potential for healthy fixed income returns is available across sectors.
Capital Market Expectations 2025: Slowing but Not Sinking (Franklin Templeton)
For compliance reasons, this paper is only accessible in the EMEA region
Global interest rates have moved lower over the year but remain elevated relative to the previous decade. What are the implications for investors?
Leveraged Credit 2024 Review and 2025 Outlook (Polen Capital)
Leveraging transactions, such as dividend deals, buyouts, and other M&A activity increased, a trend that may well continue in 2025.
Is Your Portfolio Keeping Pace with the Changed Outlook? (Wellington Management)
Amid persistent volatility and uncertainty, not all investors have embraced a shift out of cash. What needs to happen for allocators to make a move?
2025 Outlook: Finding Opportunity amid the Uncertainty (Beutel Goodman)
There have been many notable shifts in the global economic landscape over the past year that will affect markets going forward.
2025 Global Investment Outlook (Savills)
The cyclical factors weighing on property values and investment activity are beginning to unwind, and the nascent recovery in real estate capital markets should gather momentum.
Election Results and Tax Implications: A Primer for 2025 (NEPC)
Trump’s agenda prioritizes tax reforms, regulatory adjustments, tariffs, and immigration policy shifts. Here is what this means for investors.
2025 Economic Outlook: Firing on All Cylinders (Apollo)
Ongoing worries about the long-term success of traditional allocations strategies (i.e. the 60/40 split) are unlikely to dissipate in 2025.
Commodities Outlook 2025: A Bearish Horizon (ING)
There are some commodities that have performed well this year as central banks have embarked on their easing cycle. However, not all commodities are well positioned for 2025.