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Author: Admin | 2025-04-28
Positioning for change: Pragmatic thinking for a transitional era Markets are in transition. The tug of war between inflation and growth remains unpredictable, while new political leadership has buoyed markets once more – but for how long? In our 2025 Outlook Series, Schroders Australia’s experts share their takes on the current market and reveal the strategies and thought processes that will inform the way they put capital to work in the new year.Investment outlooks for markets and portfolios in 2025Multi-Asset 2025 Outlook: Will growth Trump inflation? Sebastian Mullins, Head of Multi-Asset and Fixed Income, Australia, provides his base case for global markets in 2025 and why active management remains important, particularly as inflation lies in wait. Read the Multi-Asset and Macro outlook here.Australian Equities 2025 Outlook: The great wavePrivate Equity 2025 Outlook: Soft landings into dry powderFixed Income 2025 Outlook: Trump: The higher for longer PresidentKellie Wood, Head of Fixed Income, details how fixed income can provide higher levels of quality income and capital preservation, even as we enter a higher for longer environment.Read the Fixed Income outlook here.Outlook 2025: Global EquitiesAlex Tedder and Tom Wilson consider the equity return opportunities in the coming year, exploring the sectors, countries and themes they’re focused on as the market environment evolves.Global Outlook 2025Return opportunities, income, resilience, decarbonisation. Our experts look ahead to what 2025 will bring.Global Investor Insights SurveyExplore the results of our Global Investor Insights Survey, which analyses the investment perspectives of global financial professionals on a range of topics including macro themes, sustainability and public and private markets.Subscribe to our insightsVisit our preference centre to select the types of insights or events you would like to receive.
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