- Equity Strategist
Australia & NZ, Institutional
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While the impact of a new Trump administration and potential future China stimulus measures remains to be seen and risks persist, growth seems poised to accelerate, especially in the US. As we approach 2025, the global equity landscape is set for significant shifts. Inflation and interest rates are likely to remain structurally higher and more volatile. Political intervention and performance dispersion across global markets will continue to increase. Themes such as the broadening of earnings growth beyond tech mega caps, renewed value in diversification, regime shift in Europe and the potential resurgence of small- and mid-cap companies may present compelling opportunities for investors.
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Time to get active? 5 equity investment ideas for 2025
As we head into 2025, growth seems poised to accelerate, especially in the US. Equity Strategist Andrew Heiskell and Macro Strategist Nicolas Wylenzek see five themes that may create opportunity across global equity markets.
10
min
Article
2025-12-31
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