The Global Macro & Asset Allocation team led by Henry McVey recently published its Outlook for 2025: Glass Still Half Full sharing our comprehensive views on the macro and geopolitical backdrop and
US small-cap stocks have historically performed well in the months following US presidential elections, regardless of the balance of power (Display). If history repeats itself, this trend could be especially pronounced in
Asset managers face a challenging backdrop when bringing new products to market amid macro and regulatory upheaval, while investors navigate their allocations to burgeoning product sets across active and ESG ETFs. This
A year of divergence lies ahead – in growth, inflation, central bank policies, and investment opportunities. The global economy should keep expanding. Many central banks, including the Federal Reserve, should keep cutting
On January 23, 2025, the Hubbis Digital Dialogue convened leading voices in the wealth management industry to discuss global investment themes and strategies for 2025, tailored to the needs of high-net-worth (HNW)
Investment-grade bonds are also appealing from a risk management perspective, in our view. While not our base case, a hard landing scenario should help investment-grade bonds perform strongly, with a fall in
Justin Onuekwusi, Chief Investment Officer at St. James’s Place says: “As we enter 2025, events from the past year present us with a landscape rife with challenges and opportunities. “In 2024, markets demonstrated
Preparing for a New US Policy Era Shifting return patterns reflect a world in flux. Geopolitical stress remains high with ongoing wars in Ukraine and the Middle East and the collapse of
For a deeper dive into these topics, read Fixed-Income Outlook 2025: Fertile Ground, and Equity Outlook: Preparing for Profound Policy-Driven Change. Transcript Chris Hogbin: So, it feels as if we’re at a period
Let’s be honest: understanding and actively dealing with the UK property market takes some grit. With economic shifts and ever-changing trends, it can feel overwhelming to know where to start. Thankfully, property