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ARTICLE · 05 FEBRUARY 2025

Global Investment Outlook 2025

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Our report identifies investment themes and opportunities, explores the economic outlook for major countries, and outlines a long-term portfolio strategy.

United KingdomStrategy
David Hoile
David Hoile

Our report identifies investment themes and opportunities, explores the economic outlook for major countries, and outlines a long-term portfolio strategy.

2024 proved to be a year of exceptional returns for many financial assets. We saw major stock market indices, including the S&P 500, reach record highs and the Federal Reserve cut interest rates for the first time in nearly four years. Looking ahead to 2025, we expect many markets to build on this momentum. Our Global Investment Outlook 2025 report identifies investment themes and opportunities for 2025, explores the economic outlook for major countries including the U.S., Japan, Europe, Canada, Australia, and China, and outlines a strategy for adding portfolio value over the long term.

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