Quarterly Global Asset Allocation Portfolio 2025 Outlook
Paul Jackson, Global Head of Asset Allocation Research for EMEA, discusses his insights on portfolio allocations and strategies for the 2025 outlook.
Trade and investment, tax, immigration, and fiscal policies, and his approach to the Fed may impact some investments.
Tax-advantaged investments, REITs, the US dollar, and select industries and companies may be influenced to some extent.
Monetary policy is likely to have greater influence on stocks than any legislation or executive action.
Now that the election is over, and Donald Trump is set to take office on January 20, 2025, investors are wondering what his policies may mean for the markets and economy. Based on pledges made on the campaign trail, here are five key things we’ll be watching for from the President-elect.
We believe, however, that investors often overstate the impact that the federal government has on broad financial markets. In fact, monetary policy is likely to have greater influence on markets in the next few years than any forthcoming legislation or executive action. Ultimately, policymaking is about setting priorities. No administration gets everything they want, nor do markets necessarily respond to the political initiatives in the “obvious” way.
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Paul Jackson, Global Head of Asset Allocation Research for EMEA, discusses his insights on portfolio allocations and strategies for the 2025 outlook.
In our regularly updated macroeconomic analysis we offer an outlook for interest rates and currencies – and look at which fixed income assets are favoured across a range of market environments.
We assess the key differences between Donald Trump’s and Kamala Harris’s policy platforms, and highlight the potential implications for the financial markets.
The value of investments and any income will fluctuate. This may partly be the result of exchange rate fluctuations. Investors may not get back the full amount invested.
Data as at 06 November 2024.
This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.
Views and opinions are based on current market conditions and are subject to change.
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