Hear from our investment managers as they share their insights and perspectives for 2025. Our collection of articles from across our affiliates provide an outlook for the year ahead as well as emerging trends and opportunities.
Insights
Impax Asset Management
Global markets in 2025 are poised for opportunities driven by a broadening stock market, robust corporate fundamentals, and the ongoing transition to a sustainable economy.
Alphinity Investment Management
The outlook for Australian equities in 2025 suggests a more cautious and nuanced market environment, with potential for sector and stock rotations, primarily driven by varying earnings outcomes and shifts in market leadership.
Kapstream Capital
The Fed’s latest decision leaves investors questioning whether rate cuts are merely on hold or have reached their end. With economic resilience and political uncertainty in play, rate volatility is likely to persist.
Ox Capital Management
Emerging markets are poised for a resurgence in 2025, driven by robust fundamentals, attractive valuations, and opportunities in key regions like China, Indonesia, and Vietnam, making this an opportune time for investors.
Apollo Global Management
Apollo's Eric Hanno believes there are attractive alternatives to listed equities and is seeing two major trends changing the structure of public markets.
Eiger Capital
As we swing into the holiday season and the parcels from Black Friday continue to land on your doorsteps, it felt particularly apt to unzip the ‘Buy Now, Pay Later’ (BNPL) industry, especially focusing on the key player, Zip, and its growing influence.