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Investment Outlook
Outlook 2025
Prepare for change. Reset your watches, wipe down the whiteboard, and turn the page in your notebook. A landmark US election, new stimulus in China, and growing geopolitical tensions indicate that the second half of the 2020s will bring significant changes compared to what we've experienced so far.
Explore a curated collection of insights from Fidelity and other fund partners on the market outlook for 2025. This content aims to provide valuable insights into the expected market landscape, emerging opportunities, potential challenges, and key factors influencing the investment environment in the upcoming year.
Fidelity: The divergence dividend
Fidelity’s Outlook examines the macro scenarios that could play out in 2025 and provides insight into how they’re looking to position across the world’s major asset classes as we head into 2025.
J.P. Morgan: Pushing the boundaries
The US election's impact extends globally. J.P. Morgan's Investment Outlook addresses US economic policy, AI investing, portfolio diversification, Chinese stimulus, and European equity valuations.
Liontrust: Views of our investment teams for 2025
Liontrust's investment outlook for next year anticipates a shift in market leadership, as AI-driven technology stocks may give way to broader market gains in 2025 amid geopolitical uncertainty.
Jupiter: Helpful catalysts for UK equities
Adrian Gosden and Chris Morrison explain why they see a supportive backdrop continuing for equity income investors in the UK.
Premier Miton: A new world order?
What are the three themes for investors to watch in 2025? Read Premier Miton’s CIO’s 2025 outlook.
Why active management has a place in 2025 and beyond
The rise of passive investment is storing up risks that many investors may not realise they are taking. James Crossley of Rathbones makes the case for active managers.
Outlook 2025: retirement income
What is the outlook for retirement income in 2025? Premier Miton Cautious Monthly Income Fund Manager David Jane discusses whether the Mag 7 could be income plays, the Asia Pacific, the UK and bonds.
Outlook 2025: All change
The year ahead promises a different environment for financial investors. It’s clear earnings in many areas will improve and the global mood is positive, says Fidelity’s Niamh Brodie-Machura.
Outlook 2025: UK value investing through business transformation
Alex Savvides, Stephanie Geary and Siddharth Sukumar say their UK equity strategy aims to generate returns from transforming companies - and sweating the details.