Robeco, The Investments Engineers

21-11-2024 · Yearly outlook

2025 Outlook: This is not a landing

What kind of landing will the global economy face in 2025? We’re well past peak misery from the global tightening cycle, but we’re still no nearer knowing when ‘normality’ will return, our one-year outlook says.

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    Authors

  • Peter van der Welle - Strategist Sustainable Multi Asset Solutions

    Peter van der Welle

    Strategist Sustainable Multi Asset Solutions

  • Rachel Whittaker, CFA - Head of SI Research

    Rachel Whittaker, CFA

    Head of SI Research

Top keywords

The US faces uncertainty under Trump 2.0, and Europe needs the kind of radical changes already seen in US exceptionalism. Our base case for asset class returns sees equities rising in single digits amid a backdrop of elevated real bond yields and an overvalued US dollar whose safe-haven status is being gradually eroded.

A key trend in 2025 will be transition investing, where we see rapid growth in products as decarbonization gains momentum. Nature action should also gain in importance following the success of the COP 16 biodiversity summit.

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