Macroeconomic outlook: Selective opportunities amid slower growth and geopolitical uncertainty

• Article

Nov 21, 2024

William Davies, Global CIO

What the continued double-digit run in equities could mean for markets in 2025.

Equity outlook: Will lower rates and strong earnings be enough to keep markets up?

• Article

Nov 19, 2024

Melda Mergen, CFA, CAIA, Global Head of Equities

Going into 2025, strong company fundamentals and trends in innovation could be outweighed by increased geopolitical risk and policy uncertainty.

Fixed-income outlook: A year of opportunity

• Article

Nov 12, 2024

Gene Tannuzzo, CFA, Global Head of Fixed Income

We look at what the rate-cutting cycle could mean for fixed income in 2025.