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2025: Time to deliver
With an AI-driven equity market rally and encouraging economic news in 2024, find out more about what lies ahead in 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
With an AI-driven equity market rally and encouraging economic news in 2024, find out more about what lies ahead in 2025.
As Trump prepares for another term in office, can the US economy continue to outperform other developed markets in 2025?
Can the eurozone economy sustain its recovery and withstand fiscal and political headwinds in 2025.
Discover if a flurry of government initiatives to revive the Chinese economy can rescue the economy from its ‘doom loop’.
With an economic recovery and lower rates set to solidify in 2025, is the UK now investible again?
What might lie ahead for equity investors in 2025?
After an exuberant year for markets, and with central banks in rate-cutting mode, a smart blend of bonds should still achieve sustainable returns.
Artificial intelligence is all the rage in financial markets. But, just how quickly will it change the world?
Discover six key ESG issues in 2025 that will affect companies, and investors’ performance.
The impact of climate change keeps mounting. How might investors best reduce their portfolio’s exposure to such risks?
Can a better understanding of psychology improve investor decision-making?
In the wake of the US election, where will asset classes head next in the short term?
With India set to outperform again, does 2025 bode well for the equity market?
All the articles published in Outlook 2025 are also available to download here as a PDF: