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- General Outlook
- Fixed Income
- Equity
Navigate the Financial Landscape with Expert Insights
Welcome to the Mediolanum International Funds Global Market Outlook 2025.
As we embark on a new year, our comprehensive report offers a thorough examination of the key trends, risks, and opportunities that may shape global financial markets in the months ahead.
Growth and resilience amid political challenges.
The global economy is poised for another dynamic year in 2025, with GDP growth projected at a steady 3%. Political developments, including Donald Trump’s return to the White House, are likely to influence global trade and economic strategies.
Central banks are expected to continue cutting interest rates, creating a supportive environment for both bond and equity markets. While technological advancements, particularly in AI and renewable energy, are driving corporate profits and market growth.
More interest-rate cuts are priced in
What you will learn:
• Global Economic Trends: Understand the projected GDP growth and the contributions from different nations.
• The Three Ps: Delve into the critical factors of Prices, Politics, and Profits that will shape the economic and market landscape in 2025.
• Inflation and Interest Rates: Gain insights into the current inflation dynamics and the expected interest rate cuts by central banks.
• Technological Advancements: Explore the impact of AI and renewable energy on corporate profits and market growth.
• Political Influences: Learn how political developments may affect global trade and economic strategies.
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Discover Opportunities in the Bond Market
With higher yields available in the bond market today, the landscape of investment opportunities is arguably more attractive than it has been in decades.
With inflation easing, central banks such as the ECB and the Federal Reserve are expected to continue cutting interest rates, supporting bond prices.
Pro-growth policies will be supportive of Credit, in both Investment Grade and High Yield, although a lot of the good news is already priced into Credit markets with spreads at quite tight levels.
Credit spreads at their tightest since the global financial crisis
What you will learn:
• Investment Opportunities: Explore the factors making the bond market attractive and the best strategies for maximizing returns.
• Central Bank Policies: Understand how central bank policies are influencing the bond market and the potential risks to watch out for.
• Credit Market Dynamics: Learn about the dynamics of the credit market and the strategies to optimize returns in this environment.
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Access the full PDF report for detailed analysis, data-driven insights, and strategic recommendations.
Explore the Future of Equity Markets
Equity markets have shown remarkable strength and growth over the past two years, driven by easing inflation, supportive fiscal policies, and technological advancements such as AI.
Analysts are forecasting another 12.5% earnings growth over the next 12 months for US company earnings, which should provide support for equities. However, Donald Trump’s proposed trade tariffs could bring volatility, although strong economic fundamentals should mitigate any negative impact.
Earnings growth to remain strong in 2025
What you will learn:
• Market Drivers: Discover the factors driving equity market growth and the potential risks to watch out for in 2025.
• Corporate Profits: Understand the impact of corporate profits on market valuations and the sectors expected to lead growth.
• Political and Economic Risks: Learn how to navigate potential market volatility and the strategies to mitigate risks.
Download the full report
Access the full PDF report for detailed analysis, data-driven insights, and strategic recommendations.