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2025 Mid-Year Outlook

Income strategies and emerging markets are back on investors' radar as changes in US policy threaten to put an end to the long-term dollar bull run. Our mid-year outlook discusses a weakened US economy, improved prospects for Europe, and strategies for diversification amidst the turbulence.  

Income strategies and emerging markets are back on investors' radar as changes in US policy threaten to put an end to the long-term dollar bull run. Our mid-year outlook discusses a weakened US economy, improved prospects for Europe, and strategies for diversification amidst the turbulence.  

Mid-Year Outlook foreword: Class perspectives
Mid-Year Outlook foreword: Class perspectives

A more volatile policy and market environment puts a premium on expertise

Mid-Year Outlook: A global rewiring
Mid-Year Outlook: A global rewiring

The world is likely to fragment through the rest of 2025 and beyond. Investors may want to adjust their portfolios to reflect the new order.

Asia Mid-Year Outlook: The diversification trade
Asia Mid-Year Outlook: The diversification trade

The ongoing divergence between economies presents a new reality for Asia. At the same time, it offers exciting diversification opportunities.