No time for complacency in 2025
M&G Investments Institutional
A global asset manager that connects the dots globally to identify investment opportunities.
Welcome to The Edit.
Another year shaped by major events is drawing to a close, but what are the key themes to watch out for going forward?
Our CIOs and investment teams share their thoughts on what to expect for 2025 to help you navigate any potential further volatility in our latest Investment Perspectives and Global Real Estate outlooks.
Broadening markets offer a wider opportunity set
Equity market performance has been broadening. While the US market is likely to continue to outperform in 2025, we also see compelling stock-specific bottom-up opportunities in other markets such as Europe and Asia, writes Fabiana Fedeli , CIO for Equities, Multi Asset and Sustainability. As always, stock selection is crucial.
Positioning for resilience in fixed income
Against a backdrop of tight spreads, rising deficits, as yet unknown fiscal policy and moderating GDP growth, portfolios could benefit from defensive positioning, notes our Deputy CIO for Fixed Income, David Knee .
Private market growth trends set to continue
Private equity and real estate are showing signs of recovery, while private credit is expected to remain resilient, which could drive further growth for private markets in the coming year, according to Emmanuel Deblanc , CIO for Private Markets.
Global Real Estate Outlook 2025: A new chapter begins
We explore how to embrace the upswing, and drive potential outperformance as the recovery strengthens; emerging opportunities for alternative lenders; and the impact of cyclical tailwinds in Asia Pacific. Although the real estate recovery will likely be uneven, a new chapter is underway.
The value of investments will fluctuate, which will cause prices to fall as well as rise and investors may not get back the original amount they invested. Past performance is not a guide to future performance. The views expressed in this document should not be taken as a recommendation, advice or forecast.
To stay connected please subscribe to receive future issues of our monthly newsletter, The Edit.
Know someone who might be interested in this newsletter? Share it with them.