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2025 macro and asset class outlook:

Resetting the dial as trade and rate paths shift


The interplay of several factors will be vital in shaping the investing landscape in 2025.

President-elect Trump’s protectionist measures could trigger a slowdown in globalization and global trade activities. Furthermore, over half of the world’s central banks have started cutting interest rates, with developed market borrowing costs converging towards neutral. However, the speed at which this happens remains uncertain.

Against this backdrop, how should investors balance the financial landscape, risks and opportunities in their portfolios? We believe there is room for relative growth and investment opportunities. Also, markets that are less reliant on trade and have more room for monetary and fiscal easing are likely to benefit. Besides, as rate paths become less certain, we believe that income investing spanning the entire universe from fixed income to multi-asset will remain relevant in 2025 and beyond.

 

Asset class outlook

We offer a wide range of Unit Investment Trust Funds providing you access to local and global investment strategies depending on your goals, needs and risk profile. 

So whether you're looking for income-paying funds, low volatility investments or diversified exposure to innovative global strategies, we can help you get started!

Choose the right fund for you

We offer a wide range of Unit Investment Trust Funds providing you access to local and global investment strategies depending on your goals, needs and risk profile. 

So whether you're looking for income-paying funds, low volatility investments or diversified exposure to innovative global strategies, we can help you get started!