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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.
Sarasin: So, what’s ahead for global markets in 2025?
Investors will remember 2024 as a year of market resilience. Guy Monson predicts cautious optimism for the year ahead, highlighting concerns about inflation, the UK economy, and China's deflation.
Premier Miton: What does a Trump Presidency mean for investments in the US?
Hugh Grieves is optimistic for three reasons and speculates on Trump's potential actions, but admits uncertainty and the possibility of altering his views.
Polar Capital: UK set to rerate as cost of capital falls
George Godber and Georgina Hamilton give their outlook for the UK as we head further into 2025 and explain what will lay the foundation for a much-needed re-rating.
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.
Rathbones: 2025 outlook
A rampant dollar, US exceptionalism, the second coming of Trump and pockets of value away from all that. Rathbones Asset Management fund managers explain how they are prepared for 2025.
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.
Liontrust: Risks are rising for passive investing – why active now
Liontrust discuss the unprecedented market environment where passive investors benefit from innovation. They believe we're approaching the trend's peak, making a case for active investing in 2025.