Australian Investment Outlooks 2025
Positioning for change: Pragmatic thinking for a transitional eraMarkets are in transition. The tug of war between inflation and growth remains unpredictable, while new political leadership has buoyed markets once more – but for how long?
In our 2025 Outlook Series, Schroders Australia’s experts share their takes on the current market and reveal the strategies and thought processes that will inform the way they put capital to work in the new year.
Investment outlooks for markets and portfolios in 2025
Multi-Asset 2025 Outlook: Will growth Trump inflation?
Sebastian Mullins, Head of Multi-Asset and Fixed Income, Australia, provides his base case for global markets in 2025 and why active management remains important, particularly as inflation lies in wait.
Australian Equities 2025 Outlook: The great wave
Martin Conlon, Head of Australian Equities, discusses the disparity between the real economy and financial economy, and explains why fundamentals remain so important.
Private Equity 2025 Outlook: Soft landings into dry powder
Claire Smith, Head of Private Assets Sales, Australia, flags the benefits of small and mid cap private equity, especially when volatility is high.
Fixed Income 2025 Outlook: Trump: The higher for longer President
Kellie Wood, Head of Fixed Income, details how fixed income can provide higher levels of quality income and capital preservation, even as we enter a higher for longer environment.
Read the Fixed Income outlook here.
Outlook 2025: Global Equities
Alex Tedder and Tom Wilson consider the equity return opportunities in the coming year, exploring the sectors, countries and themes they’re focused on as the market environment evolves.
Earn CPD points
Watch the Outlook 2025 videos and read our articles, then take our two-minute, multiple choice quiz.
Investment outlooks from our London-based teams
Where to find resilience and returns against a backdrop of uncertainty, volatility and opportunity - our experts look ahead to 2026.
Global Investor Insights Survey
Investors turn to active management to strengthen portfolio resilience and capture investment opportunities amid disruption.
Subscribe to our insights
Visit our preference centre to select the types of insights or events you would like to receive.