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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Markets and Economy Markets buoyed by news on trade talks and the Fed chair
2025 has been a roller coaster ride for markets. Comments on tariffs and on Federal Reserve Chair Jerome Powell led to a recent upswing.
29 April 2025
ETC Record quarter sees ETF investors shift their focus towards Europe
The European ETF market had its best quarter in terms of flows. Read the latest to find out more.
25 April 2025
Markets and Economy US stocks bear the brunt of global economic uncertainty
he global economic outlook is uncertain, yet European, UK, Chinese, and Japanese stocks all rose last week while US stocks fell.
22 April 2025
Markets and Economy Treasuries, sentiment, and earnings: What investors need to watch
Six things for investors to watch in the coming weeks, including US Treasury yields, US and European sentiment, US earnings guidance, and Chinese economic data.
15 April 2025
Weekly Market Compass Will high tariffs push the US into recession?
As a trade war rages, a massive market sell-off in the US and around the world raises many questions for investors.
9 April 2025
ETC Monthly gold update
Gold had a remarkable month, gaining 9.3% after breaking through US$3,000 and ending March at US$3,124. Economic and geopolitical uncertainty drove the gold price higher ahead of the trade tariffs scheduled to be announced on 2 April. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
8 April 2025
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
Fixed Income Global Fixed Income Strategy Monthly Report
In our regularly updated macroeconomic analysis we offer an outlook for interest rates and currencies – and look at which fixed income assets are favoured across a range of market environments.
31 March 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
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
Weekly Market Compass European stock markets surge as US stock market sags
European nations prepare to invest in defense and infrastructure, while the US faces the possibility of recession brought on by government spending cuts.
12 March 2025
