Market GPS investment outlook 2025 provides expert views to help navigate the year ahead. Explore macro drivers, asset class opportunities, portfolio construction themes, and sector specific outlooks from our portfolio managers.
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Macro drivers and asset class outlooks
Macro Drivers
Actively navigating change and complexity in 2025
CEO Ali Dibadj highlights the three macro drivers that investors must navigate in 2025 and beyond, as well as the importance of actively positioning for a brighter investment future.
Equities outlook
A more dynamic playing field for equity investors
Marc Pinto and Lucas Klein outline why a market broadening that started in 2024 could continue into next year creating opportunities for active investors.
Fixed income outlook
Stargazing in 2025
As shifting politics collide with economic realities, what might this mean for fixed income? Jim Cielinski focuses the telescope on prospects for the new year.
Portfolio manager outlooks
Navigate 2025’s risks and opportunities with the help of our investment team insights. Explore Equities, Fixed Income, Multi-Asset, and Alternatives perspectives.
Panel discussion
Our experts from across asset classes discuss their views on the route ahead and how to position accordingly.
Friday, December 6th at 11am MT
Speakers: Pinto, Cielinski and Hetts
Our experts from across asset classes discuss their views on the route ahead and how to position accordingly.
Thursday, December 5th at 2pm GMT
Speakers: Matthew Bullock, Kareena Moledina, Luke Newman and Richard Clode