| 2025 Outlooks • 21-Feb-2025 | |
2025 Commodity Outlook: Three Areas to Watch
Adam Swinney, Greg Liebl
How will potential trends in inflation, the US dollar and supply deficits across many raw material markets affect the environment for investing in commodities?
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| 2025 Outlooks • 27-Jan-2025 | |
2025 Equity and Volatility Outlook: Is the US Equity Investor at a Crossroad?
Tom Lee
Investors in US equities don’t want to give back the hard-earned gains they realized over the last two years, so what are their options?
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| 2025 Outlooks • 08-Jan-2025 | |
2025 Global Fixed Income Outlook
Broad Markets Fixed Income Team
As we enter 2025, the Broad Markets Fixed Income Team provides a comprehensive analysis of anticipated trends in fixed income markets, highlighting key areas of opportunity and caution for investors.
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| 2025 Outlooks • 20-Dez-2024 | |
2025 Hedge Fund Outlook: Rapidly Changing Global Macroeconomic Environment May Boost Hedge Funds
Mark van der Zwan, Jarrod Quigley
We believe that hedge funds are poised to capitalize on what could be a rapidly changing environment, while delivering a source of uncorrelated return and diversification within portfolios.
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| 2025 Outlooks • 18-Dez-2024 | |
2025 Private Equity Outlook
David Miller
Discover why we believe that, as venture-backed companies stay private for longer, there is an increased need for growth equity and hybrid capital.
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| 2025 Outlooks • 18-Dez-2024 | |
2025 Private Credit Outlook
David Miller
Discover why we believe robust private equity activity has a potential to bolster private credit with growth across a diverse landscape.
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| 2025 Outlooks • 18-Dez-2024 | |
2025 Real Estate Outlook
Tony Charles
As the global macro-economic environment continues to improve, the case for real estate investing has become more compelling. After a period of moderation and stabilization in 2024, we believe that 2025 will see a transition into the next upcycle for real estate. Inflation is trending down, interest rates are falling, and valuations are troughing.
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