Mid-Year Outlook 2025

We’ve packed this year’s Mid-Year Outlook with a wide range of views, be they macro, asset-class, or sector specific.

At the top of our minds is the fate of the US economy over the next few months, and you will find solid debate throughout this package of articles on the case for diversification - investors’ chief defence in times of significant market and economic turbulence.

Discover below where we believe the key areas of opportunity and risk lie across financial markets in the months ahead.