United States, Institutional
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.
Adapting to evolving markets in 2025
The first half of 2025 has reinforced our view that we are entering a new investing regime. According to Natasha Brook-Walters, Head of Wellington Solutions, an evolving market environment should prompt investors to adapt. What could this mean for diversification, income and the public/private markets shift?
Agile approach important amid market desynchronization
Increased dispersion may facilitate more frequent rotation on market leaders, as these charts from Alex King and Joshua Riefler help illustrate.
Facing a new economic reality
We summarize our 2025 mid-year outlooks across equity and fixed income and outline the multi-asset investment implications.
Outlook contents
Equity Outlook
It might feel like the narrative of US exceptionalism has only been questioned in recent months but Equity Strategist Andrew Heiskell and Macro Strategist Nicolas Wylenzek see Trump’s tariff announcements as the clearest signal yet of a shift that has already been underway for nearly a decade.
