-
""

Outlook 2025

15 November 2024

Welcome to our “Outlook 2025”, the investment strategy update from Barclays Private Bank, which is also available to download as a PDF at the bottom of this page. 

In the following chapters, we look at what the growing pace of rate cuts by US and European central banks might mean for bonds and equities in 2025. With around half the world heading to the polls this year, we also examine just how much of an effect election results could have on prospects for financial markets.

And beyond our in-depth asset class and financial market analysis, we highlight AI’s potential impact on portfolio returns, and what ESG risks investors should position themselves for in 2025. 

As always, we hope you enjoy the articles, and we thank you for entrusting us with your investments.

Jean-Damien Marie,
Global Head of Investments, Private Bank & Wealth Management

Insights for the year ahead