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Equity Market Outlook | July 2025
Equity Market Outlook 3Q 2025
- We maintain our belief that economic growth is likely to slow, but that a severe U.S. downturn appears unlikely. Against this backdrop, we remain constructive on global equity markets heading into the second half of 2025 and highlight potentially more attractive opportunities.
Fixed Income Investment Outlook | July 2025
Riding the Rates Wave
- We believe the Federal Reserve is likely to soon join other central banks in further cutting interest rates, likely providing a tailwind for shorter-duration U.S. bonds.
Asset Allocation Committee Outlook | July 2025
Opportunity Amid Uncertainty
- Beyond the short-term market impacts of trade tensions and geopolitical risk events, we are constructive in our medium-term outlook for the global economy and risk assets.