Outlook for 2025 with a forward-looking perspective on the economic landscape and its impact on portfolios. Our experienced investment team has carefully analyzed the latest data to provide key insights and signals, helping you navigate the year ahead with confidence.
While headline inflation has reduced across economies through 2024, we don’t see a significant downward trend in 2025.
Job markets in the U.S. are tight and fiscal expansion could lead to volatility in U.S. Treasury yields. We expect U.S. to hold rates, while Europe may cut rate in a sluggish growth environment leading to a bumpy 2025.
Precious metals and commodities could become attractive in a scenario of fiscal expansion. Alternatives could also act as a hedge against volatility.
Our team is ready to understand your unique needs and craft a strategy tailored to your legacy. Schedule a confidential consultation today.