Best Market Outlook Thought Leadership 2025

Your Investment Content Club Best Market Outlook Thought Leadership finalists are:

• Amundi

• KKR

• PGIM

• PIMCO

• Vanguard
   

Amundi - Capital Market Assumptions 2025

Amundi's annual Capital Market Assumptions report explores the impacts of global game-changers on the long-term expected returns for more than 40 asset classes.

KKR - The Art of Learning: Asset Allocation Insights

With a whirlwind of recent developments KKR thinks it makes sense to update what we have been learning, especially as it relates to the firm's Regime Change thesis.

PGIM - A New Era: Shifting Opportunities in a Dual-Track World

In national elections around the world, one theme dominated almost universally: dissatisfaction with a global economy that favors others over us. On the surface, swirling headlines around tariffs and fracturing supply chains would suggest the high-speed globalization train has been utterly derailed. However, the world has entered a new era where globalization has essentially splintered into two distinct tracks.

PIMCO - Secular Outlook: The Fragmentation Era

With the world order in flux, investors can look to fortify portfolios by diversifying across global markets and capitalizing on attractive, high quality yields.

Vanguard - Economic and Market Outlook for 2025: Beyond the Landing

Positive after-inflation returns will likely prevail, but tension grows between momentum and valuation for equities.