| 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.
|
|
| 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.
|
|
| 2025 Outlooks • 20-Dec-2024 | |
2025 Hedge Fund Outlook: Rapidly Changing Global Macroeconomic Environment May Boost Hedge Funds
Mark van der Zwan, Jarrod Quigley
We believe that hedge funds are poised to capitalize on what could be a rapidly changing environment, while delivering a source of uncorrelated return and diversification within portfolios.
|
|
| 2025 Outlooks • 18-Dec-2024 | |
2025 Private Equity Outlook
David Miller
Discover why we believe that, as venture-backed companies stay private for longer, there is an increased need for growth equity and hybrid capital.
|
|
| 2025 Outlooks • 18-Dec-2024 | |
2025 Private Credit Outlook
David Miller
Discover why we believe robust private equity activity has a potential to bolster private credit with growth across a diverse landscape.
|
|
| Annual • 11-Dec-2024 | |
The BEAT - Outlook for 2025
Portfolio Solutions Group
The investment environment to start the new year is quite interesting. The Portfolio Solutions Group looks at five key themes going into 2025.
|
|
Sorry, there are no Italian versions available. Please switch back to view all versions.