All topics

Market Outlooks 2025 Part V

  • ,  Senior Investment Writer |
  • 20 Jan 2025

outlooks

Cutting-edge insights on what 2025 has in store

An increasingly complex macroeconomic landscape demands investors have access to the most timey and pragmatic insights available. That’s what we’ve provided below. 

Outlook 2025: Navigating Volatility (GAM)

This year promises to be an interesting one for the global economy and for financial markets across the world.

Economic and Market Outlook for 2025: Beyond the Landing (Vanguard)

For compliance reasons, this paper is only accessible in the United States

The global monetary easing cycle will be in full swing in 2025, with inflation in most developed economies within touching distance of central banks targets.

2025 Outlook (Cambridge Associates)

Global equities have outperformed bonds in a little more than two-thirds of the last 50 years. Will this outperformance occur again this year?

Economic and Market Outlook 2025 (Mercer)

Central banks are likely to continue cutting interest rates until the road looks a lot smoother.

2025 Annual Report (Global SWF)

The world remains in a fragile state, with enduring and arising conflicts affecting both developed and emerging markets.

Loomis Sayles – Investment Outlook – January 2025 (Natixis IM)

For compliance reasons, this paper is NOT accessible in the United States and Canada

Lower short-end interest rates, slightly lower long-end rates and decent economic growth should continue to support investor risk appetite.

Australia: Equity Market Outlook for 2025 (Ausbil)

Australia’s economic growth is set to improve within an environment of global monetary easing and record low domestic unemployment.

2025 Crypto Market Outlook (Coinbase Institutional)

The current crypto landscape presents a multitude of promising developments, but plenty of risks, too.

Commercial Real Estate and REITs: Change Is in the Air for 2025 (Nareit)

Experiencing healthy economic growth, steady unemployment, a moderating pace of inflation, and limited recession fears, U.S. economic conditions are currently solid.


JP Morgan AM's Guides to Markets


Guides to the Markets Q1 2025 (JP Morgan AM)

Updated each quarter, the Guides to the Markets illustrate a comprehensive array of market and economic trends and statistics through compelling charts.