This 2025 Outlook, authored by Peter van der Welle and colleagues, explores macroeconomic scenarios, market trends, and sustainable investing strategies in a challenging post-pandemic environment.
• Key Themes: U.S. economic resilience contrasts with Europe and China’s structural challenges; inflation risks persist amid policy uncertainty.
• Investment Opportunities: U.S. equities benefit from tax reforms and AI innovation; European multiples show potential as consumption rebounds.
• Sustainability Focus: Despite policy headwinds, transition investing and ESG-aligned assets remain critical for long-term strategies.
For a comprehensive analysis of global economic shifts and actionable portfolio insights, access the full report.
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