| 2025 Outlooks • 18-Jul-2025 | |
Midyear Commodity Outlook: Better for Commodities than Consumers
Greg Liebl, Adam Swinney
We expect tariff policy to remain a key part of the narrative pushed by the administration. Although trade deals may be made, we anticipate the effective tariff rate paid by US consumers to end the year significantly higher than just 12 months ago, which should keep inflation elevated and may continue to support the commodity asset class.
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| Global Multi-Asset Macro Musings • 05-Mar-2025 | |
2025 - A Pivotal Year
Cyril Moulle-Berteaux
Extrapolation of fundamental trends has resulted in extreme overvaluation, overoptimism and overownership of many assets, most particularly U.S. assets. As such, investors should consider non-U.S. stocks denominated in non-US currencies as well as Value and small cap stocks in the U.S. and abroad. Cyril Moulle-Berteaux explains.
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| 2025 Outlooks • 24-Feb-2025 | |
Expect the Unexpected: The Role of Commodities During Periods of Unexpected Inflation
Adam Swinney, Greg Liebl
In high inflation environments, investors often look for strategies to help protect their assets. When high inflation is expected, stocks and bonds may act as a buffer. But when inflation is higher than expected, history shows that commodities often outperform both equity and fixed income.
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| 2025 Outlooks • 21-Feb-2025 | |
2025 Commodity Outlook: Three Areas to Watch
Adam Swinney, Greg Liebl
How will potential trends in inflation, the US dollar and supply deficits across many raw material markets affect the environment for investing in commodities?
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| 2025 Outlooks • 27-Jan-2025 | |
2025 Equity and Volatility Outlook: Is the US Equity Investor at a Crossroad?
Tom Lee
Investors in US equities don’t want to give back the hard-earned gains they realized over the last two years, so what are their options?
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| 2025 Outlooks • 08-Jan-2025 | |
2025 Global Fixed Income Outlook
Broad Markets Fixed Income Team
As we enter 2025, the Broad Markets Fixed Income Team provides a comprehensive analysis of anticipated trends in fixed income markets, highlighting key areas of opportunity and caution for investors.
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