This BlueBay report authored by Mark Dowding, examines the impact of turbulent markets on investment strategies for 2025, emphasizing the importance of active management.
• U.S. Economic Resilience: Strong growth and low unemployment persist, though rising fiscal deficits and bond oversupply raise sustainability concerns.
• European Struggles: High energy costs and economic restructuring weigh on competitiveness, while interest rate cuts aim to counter tariff pressures.
• Global Trade Risks: Renewed tariffs under the Trump administration challenge supply chains, with volatility creating opportunities for active investors.
For a comprehensive analysis of fixed-income strategies and market outlooks, access the full report.
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