The 2025 Global Outlook report by LGIM offers strategic insights for professional investors, emphasizing public and private market dynamics.
Key Takeaways:
• Economic Projections: Anticipated volatility due to policy shifts under the new U.S. administration, including potential tariff implications.
• Investment Themes: Strong focus on digitalization, decarbonization, and private market opportunities in real estate, private credit, and infrastructure.
• Asset Allocation: Blended approaches recommended, balancing public and private market exposure to manage risks and liquidity needs.
• Sector Highlights: AI-driven digital infrastructure and clean energy remain promising, despite challenges in renewable growth economics.
Explore the full report for detailed analysis and actionable strategies tailored to navigate 2025's investment landscape.
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