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OUTLOOK

Investing in 2025

Our views on portfolios for next year and thereafter

 

The global economy has “broken the rules” by growing despite usually reliable recession signals.  

We believe this expansion can continue in 2025 and 2026 despite likely geopolitical discord, creating upside potential for financial markets.  

For ultra-high-net-worth individuals and their family offices, we make the case for broadening portfolio horizons: embracing all the asset classes set out in their long-term investment plans. 

Access our insights covering major asset classes and our favored markets, including those impacted by powerful long-term forces such as the artificial intelligence (AI) revolution. 

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