Outlook 2025
Return opportunities, income, resilience, decarbonisation... Our experts look ahead to what 2025 will bring.Outlook 2025
Watch Johanna Kyrklund, Group CIO, and Nils Rode, CIO, Schroders Capital discuss the need to diversify across both public and private markets to improve portfolio resilience, generate income and identify attractive return opportunities.
Outlook 2025: Income, returns and resilience - opportunities in public and private markets
Group CIO Johanna Kyrklund highlights the opportunities to generate income and total returns in 2025, emphasising the need for portfolio resilience amid rising geopolitical risk.
Outlook 2025: 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.
Outlook 2025: Fixed income
Our fixed income experts examine the outlook for bonds, credit, and emerging market debt in 2025 and give insights into attractive income opportunities enhancing portfolio resilience through diversification.
Outlook 2025: Private markets
Private market asset classes continue to offer potential for enhanced returns and income, improved portfolio resilience and differentiated access to key global mega themes – and 2025 is shaping up to be a strong vintage in which to invest.
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