This 2025 Global Investmen Outlook by Northern Trust Asset Management provides a comprehensive analysis of global economic and market trends for the coming year, emphasizing key opportunities and risks.
• Economic Outlook: U.S. poised for a soft landing with 2.7% growth and moderating inflation, while Europe and China face structural challenges.
• Asset Class Views: U.S. equities expected to lead, supported by AI-driven productivity and tax policy; high-yield bonds and infrastructure offer attractive risk-adjusted returns.
• Strategic Positioning: Emphasizes inflation protection, regional diversification, and opportunities in private markets amid ongoing geopolitical shifts.
For an in-depth breakdown of actionable strategies, access the full report.
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