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The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
This is a section of our Investment Outlook, where specialists from across our investment platform share insights on the economic and market forces that we expect to influence portfolios in the year to come.
How can allocators navigate markets when so much about the policy and geopolitical landscape is unknown and the details, once they emerge, could have major implications for sectors, companies, and regions? Members of our Investment Strategy & Solutions Group share their approach, including the results of their scenario-based analysis and their overweight and underweight views on equity, bond, and commodity markets. They also offer perspectives on inflation, market concentration, small-cap stocks, and a range of long-term themes shaping investment opportunities.
Outlook contents
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Article
12 min
Trump 2.0: Time to curb your enthusiasm?
How does an allocator navigate markets when so much about the policy landscape is unknown? Our Investment Strategy & Solutions Group offers their views on the new political realities in the US and their global implications, including for equities, bonds, and commodities.
12 min
Article
2025-12-31
Article
8 min
Balancing bumps in the road and big-picture thinking in 2025
How can investors position portfolios for bumps in the road without losing sight of longer-term opportunities?
8 min
Article
2025-12-31
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