Macro 2025. We outline five macro themes for investors to watch in 2025 in a year they see defined by exceptional uncertainty and an extraordinary macroeconomic backdrop. In our last investment outlook of 2024 we provide our latest house view, key macro trends to watch in 2025 and a range of topical articles from our asset class experts.
The middle east conflict will likely decrease in h1 2025, as israel further reduces the threat posed by hamas and hezbollah and emerges in a position of strength. Fed rate cuts are likely to be on hold by the middle of 2025, while the european central bank and bank of.
