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2025 Global Market Outlook

Taking Stock on the Current State of Markets + Geopolitics

Many of the highly anticipated developments in capital markets and geopolitics of 2024 did not disappoint. As we dissect the events over the course of the year, we recognize new areas of opportunity.

Our latest outlook explores important themes for your radar. Highlights include:

• Looking Back. Voter dissatisfaction fueled by inflation and economic challenges amplified calls for change. Meanwhile, US markets reaffirmed dominance as the dollar soared and equities reached all-time highs.
• Taking Stock. Analysts project another solid year for equities in 2025, though normalizing corporate earnings and global economic woes put this at risk.
• Path to Performance. Last year’s gains provide a solid foundation, and now is the time to build on that momentum to strengthen portfolios for the future.

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Disclosure: Information presented is for educational purposes only, is subject to change from time to time and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.