Heading into 2025, volatility remains the name of the game as the impact of a second Trump presidency, geopolitical tensions, China’s stop-start stimulus, uneven global growth and divergent monetary policy weigh on markets.
As we enter 2025, to help navigate the year ahead, Fund Selector Asia is delighted to present the Investment Outlooks from some key fund houses operating in the region.
Find out more about how our partners see 2025 playing out below.
Portfolio managers from across BNY Investments consider the main macroeconomic themes and how they are likely to influence markets in 2025. The experts share their views on what 2025 may have in store for markets in relation to the four macroeconomic themes…
2024 finally saw inflation brought under control and interest rates begin to decline. Meanwhile, the geopolitical concerns we saw didn’t lead to slowdown, but if anything those tensions seem to be escalating. So how do we see things playing out in 2025?
Investors face a range of new dynamics in 2025. Inflation has continued to slow, economies remain resilient and interest rate cuts are underway. Find out more in Goldman Sachs Asset Management outlook.
2024 was a solid year for investors despite pockets of volatility. With Trump 2.0 on the horizon, what can investors expect in 2025? Learn what our experts think in our Market GPS outlooks.
In 2024, L&G stressed the importance of staying humble. It turns out that they were correct in many of their conclusions, not least that inflation and growth dynamics would vie with political risk to dominate the market narrative. Find out more in L&G outlook.
Market volatility and uncertainty will likely persist in 2025. Where should investors focus in order to prosper over the next year? M&G Investments’ CIOs share their focus for the next 12 months.
A more optimistic 2025 outlook calls for a reassessment of portfolios. Experts from Wellington Management offer their ideas in order to keep pace with the new developments.
With the US powering on and China perhaps turning a corner, a global recovery appears to be building. Explore Ninety One investment outlooks and hear their portfolio managers…
AI is the next general-purpose technology, and are we excited to see it reshaping multiple industries, both tech and non-tech, as its adoption and disruption accelerates rapidly.
