Discover the most recent market outlooks from prime establishments
Will the second half of 2025 be as unpredictable as the primary six months? What headwinds will materialize, and what challenges will dissipate? How ought to traders place their portfolio given right now’s macroeconomic backdrop? The authors of the varied mid-year outlooks you’ll discover beneath present solutions to those questions and extra.
2025 International Outlook: Resilient Earnings Development in Uncertainty (PGIM Actual Property)
After an enormous correction, a number of dangerous information is already priced into international actual property markets. The place can traders discover alternatives on this setting?
2025 Midyear Funding Outlook (Capital Group)
For compliance causes, this paper is simply accessible in sure geographies
A worldwide commerce warfare and shifting political alliances may sluggish progress, enhance inflation and lift the danger of a recession. However this isn’t the one situation that may prevail.
2025 Midyear Funding Outlook: The International Reset (Invesco)
The worldwide financial and political panorama is shifting quickly, marked by a broad reordering of commerce relations and political alliances across the globe.
H2 2025 Outlook: Regular Crusing in Uneven Waters (M&G Investments)
For compliance causes, this paper is simply accessible in sure geographies
The primary half was 2025 was unstable. Discovering secure sources of returns that meet traders’ aspirations is more likely to change into trickier.
Midyear 2025 International Outlook: What’s Modified and What Hasn’t (Manulife IM)
For compliance causes, this paper is simply accessible in sure geographies
This report examines the potential route for international progress, rates of interest, fiscal stability, cross-border commerce, and rising markets.
Fairness Outlook – Extra Wind within the Sails (BNP Paribas AM)
Fairness markets are underneath the omen of uncertainty. What ought to traders count on from fairness returns?
Mid-12 months Funding Outlook 2025 (JP Morgan AM)
The worldwide financial system is structurally sound. Nonetheless, a number of headwinds that traders ought to monitor intently strategy.
H2 2025 International Market Outlook (Commonplace Chartered Financial institution)
The authors of this paper count on H2 2025 to be constructive for financial and earnings progress. In addition they count on bouts of volatility.
U.S. Offers 2025 Midyear Outlook (PwC)
To this point, deal quantity and worth are corresponding to a 12 months in the past. Will these developments proceed all through 2025?
Non-public Markets 2025 (HedgeNordic)
Given the present macro backdrop, probably the most instant shift in an unconstrained portfolio can be a considerably greater allocation to illiquid belongings.
Oil 2025: Evaluation and Forecast to 2030 (IEA)
Heightened commerce tensions and uncertainty have weighed on the world financial system and – by extension – oil demand progress.
Strategic Asset Allocation Overview 2025 (Barclays Non-public Financial institution)
Efficient asset allocation requires dependable estimates of future return and threat. How ought to traders take into consideration the risk-return equation?
Mid-12 months 2025 Outlook (Apollo)
There are a number of headwinds going through the U.S. financial system, together with uncertainty, the influence of tariffs, and the battle within the Center East.
M&A Midyear Report 2025: Separating the Sign from the Noise (Bain & Firm)
Corporations that leverage power to proceed M&A outperform those that stand nonetheless. Will this pattern transpire within the second half of this 12 months?
