2025 Investment Outlook
We expect growth to continue to slow in the near term, followed by a reacceleration through 2025, which should foster a favourable environment for risk assets globally.
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Weekly Market Compass Staying focused through tariff uncertainty and market jitters
With policy uncertainty rattling markets and consumer sentiment, it’s important to remember the market's long-term growth throughout its history.
2 April 2025
ETF Digital assets: Is the bitcoin bull run just getting started?
Five key factors suggest cryptocurrencies may continue their 2024 momentum and see positive performance in 2025.
2 April 2025
Weekly Market Compass Clouds are forming for the global economy
There are signs of softening global growth prospects and rising economic policy uncertainty, plus a tectonic shift in fiscal stimulus around the globe.
26 March 2025
Asset allocation Why is gold at $3000?
Welcome to Uncommon Truths, Paul Jackson and Andras Vig’s regular in-depth look at the big topics impacting markets.
25 March 2025
Weekly Market Compass On the lookout for ‘brown shoots’ in the US economy
I’m hoping not to find signs of a wilting economy, but recessions have historically been caused by policy mistakes, so it’s important to be vigilant.
18 March 2025
ETC Monthly gold update
Gold endured a choppy month, hitting a high of US$2,952 before ending February at US$2,858, a gain of 2.1% for the month. Geopolitics continued to play a significant role in the gold price. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
13 March 2025
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