Jeremiah Buckley explains why, in 2025, he expects the market to increasingly differentiate between companies delivering on growth expectations and those falling short.
US large-cap equities: Focus shifts to earnings delivery
How will China’s commitment to growth fare amid tariff headwinds in 2025?
Victoria Mio discusses why China’s recent policy pivot is signalling the market’s resilience.
Key trends driving U.S. securitized fixed income in 2025
John Kerschner shares his U.S. securitized outlook, identifying the key trends he believes will drive investment returns in 2025.
Technology stocks: AI giving the tech ‘vampire’ superpowers
As the AI tailwind begins to mature in 2025, Alison Porter says investors in technology stocks should recognise that waves are lengthy and be prepared for higher volatility.
Despite political headwinds, healthcare stocks stay anchored to innovation
Andy Acker and Dan Lyons say healthcare investors should expect volatility in 2025 – but also plenty of opportunities for long-term growth.
Global Perspectives: The best sector opportunities in 2025
Interest rates, deregulation, and election outcomes could lead to new sector winners and losers.
High yield bonds outlook: Taking the scenic route in 2025
Brent Olson and Tom Ross view high yield bonds as offering a comfortable drive for now but expect more difficult terrain later in 2025.
Policy uncertainty argues for a global, selective approach to stocks
In his outlook for global equities, Julian McManus highlights the importance of a bottom-up approach to stock picking given the potential for new sources of growth—and volatility.
ESG outlook: From moral imperatives to financial materiality
Michelle Dunstan explores the trajectory of responsible investing, the integration of ESG data, and the evolving landscape of AI regulation and DEI initiatives.
Stargazing in 2025: Fixed income opportunities
As shifting politics collides with economic realities, what might this mean for fixed income? Jim Cielinski focuses the telescope on prospects for the new year.