Outlook 2025 Navigating trade, transformation and technology

As technology and geopolitics continue to reshape the world around us, we remain focused on identifying opportunities that align with our long-term approach and reinforce our investment philosophy.

Outlook 2025

Our outlook discusses the key trends shaping markets and guiding our investment strategies, namely the ever-evolving geopolitical landscape, the emergence of AI and subsequent market domination and the vital role of stewardship. Learn more in our 2025 Outlook.

Geopolitical tensions

Geopolitical Tensions

In 2025, the geopolitical landscape is set to be dramatically reshaped by the strategic manoeuvres of global powers, promising a year of intense economic and political transformations.

AI revolution

The AI Revolution

AI will be transformational to the world as we know it. Its impact is being felt in all areas of society, and only time will tell which sectors can best adapt to the drive in innovation. 

Broadening markets

Broadening Markets

The Magnificent 7 effect, and what this means for active versus passive investing, the resilience of high-quality businesses and the importance of a long-term investment approach.

Stewardship

Stewardship

Management interview: the vital role of investment stewardship, emerging trends in the stewardship industry and how we are responding to these developments proactively and innovatively.

Uncertainty will likely persist whilst global powers realign and settle under new leaders. Therefore, rigorous research analysis will be key to navigating 2025’s risks and opportunities.

Sanjay Rijhsinghani Partner, Chief Investment Officer | Management Board
Sanjay Rijhsinghani

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