Multi Asset 2025 Outlook Expanding Horizons Seeking Alpha As growth extends to more regions, we see expanding opportunities across countries and assets. we believe conditions remain generally positive for risk assets, especially equities. We think economic progress across more markets will present broader opportunities for multi asset investors in 2025. economic growth supports earnings growth, which tends to be supportive for risk assets, such as equities.
Multi Asset 2025 Outlook Expanding Horizons Seeking Alpha As growth extends to more regions, we see expanding opportunities across countries and assets. the global economy inched closer to normal growth and inflation levels in 2024, and central banks started easing in many regions. Interest rate easing cycles, geopolitical risk and post election policies are all reasons for investors to refocus and recalibrate their portfolios in 2025. We spent early 2025 favoring investments in european beneficiaries of germany’s fiscal turnabout, china internet opportunities, and india’s continued growth spurt. The consensus economic outlook for the remainder of 2025 is one of notable deceleration, marked by a delicate and potentially unstable balance between moderating growth and stubbornly high inflation.
Multi Asset 2025 Outlook Expanding Horizons Seeking Alpha We spent early 2025 favoring investments in european beneficiaries of germany’s fiscal turnabout, china internet opportunities, and india’s continued growth spurt. The consensus economic outlook for the remainder of 2025 is one of notable deceleration, marked by a delicate and potentially unstable balance between moderating growth and stubbornly high inflation. Our investment teams provide their outlooks for 2025, covering fixed income, equities, multi asset, alternative investing and etfs. please bookmark this page and return periodically to see all the latest views. We expect 2025 to continue to favor relative value alpha strategies that seek to generate a return that is uncorrelated with the broader market, while buy and hold directional strategies are likely to face challenges and relatively low premiums. Those with competitive advantages grounded in proprietary access to distribution, scaled multi asset alternative platforms, and credible whole portfolio solutions are capturing a disproportionate share of flows. one structural trend towers over the rest: the “great convergence” between traditional and alternative asset management. In 2024, the asset management industry experienced significant growth, with global assets under management (aum) reaching a record $132 trillion by june, rebounding from the previous year’s decline.
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