- Equity Strategist
United States, Intermediary
Change
The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
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.
Outlook content
Showing
of
Insights Posts
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
URL References
Related Insights
Related content
What do declining European earnings mean for ECB policy?
An active investor’s guide to growth equities
Chart in Focus: Can this equity bull market last?
Quality growth — a less volatile sweet spot?
Japan’s factory automation sector: Poised for a significant upturn?
Unlocking the full value potential of stewardship
Strong fundamentals, attractive valuations: Why the time may be right for active biotech investing
