Watch: Schroders Outlook 2025

The following investment outlook for 2025 is prepared by our trusted global investment partner, Schroders, who power our Global Discretionary Portfolio Management. The outlook highlights that inflation has moved in the right direction and interest rates are falling in the US and Europe. They expect a soft landing, and their expectation is that growth will reaccelerate as we move through 2025.

Find out more on income, returns and resilience

The economic backdrop is still conducive for returns, but diversification will be essential for building resilient portfolios.

Group CIO Johanna Kyrklund highlights the opportunities to generate income and total returns in 2025, emphasising the need for portfolio resilience amid rising geopolitical risk.

Return Opportunities

"We see scope for positive returns from equities in 2025, but investors may need to look beyond the recent winners. We also need to recognise that the risks are increasing as positive expectations get baked into market valuations."

Portfolio Resilience

"We think conditions are favourable for good returns to be made in 2025, but there will be challenges to navigate. A diversified approach, looking across regions and asset classes, can contribute to making portfolios more resilient, no matter what the year ahead brings."

- Johanna Kyrklund, Group Chief Investment Officer, Schroders.

Read full article here

You might also be interested in

Weekly updates

Our weekly update series is a go-to source for the latest news on the global economy and investment themes. Stay up to date with the most recent developments in the world of finance through this 5-minute read.

Global Discretionary Portfolio Management

If you are interested to learn more about our Global Discretionary Portfolio Management solutions or other investment capabilities.

Get in touch

Disclaimer

This information provided in these articles is for your information and discussion purposes only. It is not a solicitation for business or an offer to buy or sell any security or other financial instrument. Any information including facts, opinions, or quotations, may be condensed or summarised and are expressed as of the date of writing. The information may change without notice and Trusted Novus Bank (“TNB”) is under no obligation to ensure that such updates are brought to your attention. Past performance is not a guide to future performance.

This document has been prepared by TNB from sources TNB believes to be reliable but TNB does not guarantee its accuracy or completeness and does not accept liability for any loss arising from its use. TNB reserves the right to remedy any errors that may be present in this document.

Trusted Novus is registered in Gibraltar under number 3207. Its registered address and principal place of business is: Trusted Novus Bank Limited, 76 Main Street, Gibraltar GX11 1AA. It is regulated by the Gibraltar Financial Services Commission (Permission Number 3207) to provide Banking and Investment Services. TNB is a member of the Gibraltar Deposit Guarantee Board (www.gdgb.gi) and the Gibraltar Investor Compensation Scheme (www.gics.gi).